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Sponsor portfolio

LAMPERT & WALSH, LLC

EIN 20-1169775-law practice-Latest filing 2025
Plans
2
Retirement
2
$877K assets
Welfare
0
Participants
15
5281 S. QUEBEC ST - GREENWOOD VILLAGE, CO 80111303-807-6061lampertwalsh.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$627K - 8 part#001401k-$250K - 7 part

Retirement portfolio analytics

2 plans aggregated / $877K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • CASH BALANCE PLAN (#002)71%
  • WALSH, LLC 401(K) (#001)29%
Total $877KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)8
  • WALSH, LLC 401(K) (#001)7
Total 15Click 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

LAMPERT & WALSH, LLC CASH BALANCE PLAN

CashBalance

Assets$627K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAMPERT & WALSH, LLC 401(K) PLAN

401k

Assets$250K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAMPERT & WALSH, LLC CASH BALANCE PLANCashBalance$627K82024
001LAMPERT & WALSH, LLC 401(K) PLAN401k$250K72025
Retirement plans
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