Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARC WHITEHEAD & ASSOC ATTYS AT LAW
EIN 20-2945636legal servicesLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
97
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 97 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
MARC WHITEHEAD & ASSOCIATES, ATTORNEYS AT LAW, LLP 401(K) PLAN
401k
Assets$3.6M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WHITEHEAD & ASSOCIATES DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$1.2M
Participants36
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 | MARC WHITEHEAD & ASSOCIATES, ATTORNEYS AT LAW, LLP 401(K) PLAN | 401k | $3.6M | 61 | 2025 | |
| 002 | WHITEHEAD & ASSOCIATES DEFINED BENEFIT PENSION PLAN | CashBalance | $1.2M | 36 | 2024 |
Retirement plans