Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE LAW OFFICES OF JULES AND ASSOCIEATES, L.L.C.
EIN 26-0054177Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$564K assets
Welfare
0
Participants
12
3985 STEVE REYNOLDS BLVD., BLDG. D - NORCROSS, GA 30093770-448-9909nelsonlawoffices.orgLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $564K assets / 12 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
THE LAW OFFICES OF JULES AND ASSOCIATES, L.L.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$502K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE LAW OFFICES OF JULES AND ASSOCIATES, L.L.C. PROFIT SHARING PLAN
ProfitSharing
Assets$62K
Participants8
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 | THE LAW OFFICES OF JULES AND ASSOCIATES, L.L.C. CASH BALANCE PENSION PLAN | CashBalance | $502K | 4 | 2024 | |
| 001 | THE LAW OFFICES OF JULES AND ASSOCIATES, L.L.C. PROFIT SHARING PLAN | ProfitSharing | $62K | 8 | 2024 |
Retirement plans