Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
APPLETON & APPLETON, L.L.C.
EIN 06-1534041law practiceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
17
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
APPLETON & APPLETON, LLC 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$5.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
APPLETON & APPLETON, LLC CASH BALANCE PLAN
CashBalance
Assets$794K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | APPLETON & APPLETON, LLC 401(K) PROFIT SHARING PLAN | ProfitSharing | $5.1M | 8 | 2025 | |
| 002 | APPLETON & APPLETON, LLC CASH BALANCE PLAN | CashBalance | $794K | 9 | 2025 |
Retirement plans