Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRIMALDI YEUNG LAW GROUP LLP
EIN 26-2101177law practiceLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
33
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 33 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
GRIMALDI YEUNG LAW GROUP LLP 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GRIMALDI YEUNG LAW GROUP LLP CASH BALANCE PLAN
CashBalance
Assets$621K
Participants14
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 | GRIMALDI YEUNG LAW GROUP LLP 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 19 | 2024 | |
| 002 | GRIMALDI YEUNG LAW GROUP LLP CASH BALANCE PLAN | CashBalance | $621K | 14 | 2024 |
Retirement plans