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Sponsor portfolio

PATRICK LAW GROUP, LLC

EIN 20-5592894-law practice-Latest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
6
3705 CANYON RIDGE COURT NE - ATLANTA, GA 30319404-437-6731patricklawgroup.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$1.9M - 4 part#002CashBalance-$798K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.7M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $2.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • CASH BALANCE PLAN (#002)2
Total 6Click 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

PATRICK LAW GROUP, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PATRICK LAW GROUP, LLC CASH BALANCE PLAN

CashBalance

Assets$798K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PATRICK LAW GROUP, LLC 401(K) PROFIT SHARING PLAN401k$1.9M42024
002PATRICK LAW GROUP, LLC CASH BALANCE PLANCashBalance$798K22024
Retirement plans
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