Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAXENA WHITE PA
EIN 20-4923560law practiceLatest filing 2024
Plans
2
Retirement
2
$15.4M assets
Welfare
0
Participants
130
7777 GLADES ROAD, SUITE 300 - BOCA RATON, FL 334344150561-394-3399saxenawhite.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.4M assets / 130 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
SAXENA WHITE PA 401(K) PLAN
401k
Assets$9.4M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SAXENA WHITE PA DEFINED BENEFIT PLAN
TraditionalDB
Assets$6.0M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAXENA WHITE PA 401(K) PLAN | 401k | $9.4M | 87 | 2024 | |
| 002 | SAXENA WHITE PA DEFINED BENEFIT PLAN | TraditionalDB | $6.0M | 43 | 2024 |
Retirement plans