Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LONDON & WORTH, LLP
EIN 11-3431276legal servicesLatest filing 2024
Plans
3
Retirement
2
$5.7M assets
Welfare
1
Participants
18
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 12 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
LONDON & WORTH, LLP CASH BALANCE PLAN
CashBalance
Assets$5.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LONDON & WORTH, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$398K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001
LONDON & WORTH, LLP CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LONDON & WORTH, LLP CASH BALANCE PLAN | CashBalance | $5.3M | 6 | 2024 | |
| 002 | LONDON & WORTH, LLP PROFIT SHARING PLAN | ProfitSharing | $398K | 6 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | LONDON & WORTH, LLP CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans