Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DAVIS FRIEDMAN LLP
EIN 20-0500501law practiceLatest filing 2024
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
45
135 SOUTH LASALLE STREET 36TH FLOOR - CHICAGO, IL 60603312-782-2220davisfriedman.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.1M assets / 45 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
DAVIS / FRIEDMAN PROFIT SHARING PLAN
401k
Assets$9.4M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DAVIS FRIEDMAN ASSOCIATES 401(K) PLAN
401k
Assets$708K
Participants10
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 | DAVIS / FRIEDMAN PROFIT SHARING PLAN | 401k | $9.4M | 35 | 2024 | |
| 002 | DAVIS FRIEDMAN ASSOCIATES 401(K) PLAN | 401k | $708K | 10 | 2024 |
Retirement plans