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  2. LAW OFFICES OF HOWARD J. WALSH III
Sponsor portfolio

LAW OFFICES OF HOWARD J. WALSH III

EIN 14-1968010-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$1.0M assets
Welfare
1
Participants
28
7101 WISCONSIN AVENUE, SUITE 1200 - BETHESDA, MD 20814301-602-8721
Plans on this EIN
3 filings
#002CashBalance-$911K - 7 part#001401k-$94K - 14 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • CASH BALANCE PLAN (#002)91%
  • PROFIT SHARING PLAN (#001)9%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • CASH BALANCE PLAN (#002)7
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LAW OFFICES OF HOWARD J. WALSH III CASH BALANCE PLAN

CashBalance

Assets$911K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAW OFFICES OF HOWARD J. WALSH III 401(K) PROFIT SHARING PLAN

401k

Assets$94K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

LAW OFFICES OF HOWARD J. WALSH III CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAW OFFICES OF HOWARD J. WALSH III CASH BALANCE PLANCashBalance$911K72024
001LAW OFFICES OF HOWARD J. WALSH III 401(K) PROFIT SHARING PLAN401k$94K142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002LAW OFFICES OF HOWARD J. WALSH III CASH BALANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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