Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES R. WALSH, LAWYER, INC.
EIN 20-0344528legal servicesLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
32
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 32 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#002
JAMES R. WALSH, LAWYER, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES R. WALSH, LAWYER, INC. 401(K) RETIREMENT PLAN
401k
Assets$940K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES R. WALSH, LAWYER, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.7M | 14 | 2024 | |
| 001 | JAMES R. WALSH, LAWYER, INC. 401(K) RETIREMENT PLAN | 401k | $940K | 18 | 2024 |
Retirement plans