Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $655K assets / 8 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WEST LAW FIRM, P.A. CASH BALANCE PLAN | Cash balance | $469K | 3 | 2025 |
| #001 | WEST LAW FIRM, P.A. 401K PLAN | 401(k) | $186K | 5 | 2025 |