Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
DONALD L. SCALES ATTORNEY AT LAW LLC
EIN 20-5866077Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$956K assets
Welfare
0
Participants
8
217 LAUREL STREET - MEDFORD, OR 975013003541-772-2363
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $956K assets / 8 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#002
DONALD SCALES CASH BALANCE PENSION PLAN
CashBalance
Assets$554K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DON SCALES ATTORNEY AT LAW 401(K) PLAN
401k
Assets$403K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | DONALD SCALES CASH BALANCE PENSION PLAN | CashBalance | $554K | 4 | 2024 | |
| 001 | DON SCALES ATTORNEY AT LAW 401(K) PLAN | 401k | $403K | 4 | 2024 |
Retirement plans