Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPENCER A. GRESHAM DBA GRESHAM LAW FIRM
EIN 26-2114778Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
4
PO BOX 759 - COLORADO SPRINGS, CO 80901719-636-3327
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 4 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
GRESHAM LAW FIRM 401(K) PLAN
401k
Assets$1.6M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRESHAM LAW FIRM DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.4M
Participants2
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 | GRESHAM LAW FIRM 401(K) PLAN | 401k | $1.6M | 2 | 2024 | |
| 002 | GRESHAM LAW FIRM DEFINED BENEFIT PLAN | TraditionalDB | $1.4M | 2 | 2024 |
Retirement plans