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Sponsor portfolio

WEST LAW FIRM, P.A.

EIN 26-3117201-law practice-Latest filing 2025
Plans
2
Retirement
2
$585K assets
Welfare
0
Participants
9
207 CAROLINA AVENUE - MONCKS CORNER, SC 29461843-761-5626westlawfirmsc.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$469K - 3 part#001401k-$116K - 6 part

Retirement portfolio analytics

2 plans aggregated / $585K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • P.A. 401K PLAN (#001)20%
Total $585KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.A. 401K PLAN (#001)6
  • CASH BALANCE PLAN (#002)3
Total 9Click 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#002

WEST LAW FIRM, P.A. CASH BALANCE PLAN

CashBalance

Assets$469K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WEST LAW FIRM, P.A. 401K PLAN

401k

Assets$116K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEST LAW FIRM, P.A. CASH BALANCE PLANCashBalance$469K32025
001WEST LAW FIRM, P.A. 401K PLAN401k$116K62024
Retirement plans
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