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Sponsor portfolio

POFAHL LAW FIRM, P.C.

EIN 20-3525631-law practice-Latest filing 2024
Plans
2
Retirement
2
$778K assets
Welfare
0
Participants
9
3736 EUBANK BLVD. NE STE D - ALBUQUERQUE, NM 87111505-266-3434LinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$413K - 4 part#002CashBalance-$365K - 5 part

Retirement portfolio analytics

2 plans aggregated / $778K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PROFIT SHARING PLAN (#001)53%
  • CASH BALANCE PLAN (#002)47%
Total $778KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PROFIT SHARING PLAN (#001)4
Total 9Click 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#001

POFAHL LAW FIRM 401(K) PROFIT SHARING PLAN

401k

Assets$413K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

POFAHL LAW FIRM CASH BALANCE PLAN

CashBalance

Assets$365K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001POFAHL LAW FIRM 401(K) PROFIT SHARING PLAN401k$413K42024
002POFAHL LAW FIRM CASH BALANCE PLANCashBalance$365K52024
Retirement plans
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