Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICES OF DANIEL R. DANZI
EIN 26-3957095legal servicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 11 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
LAW OFFICES OF DANIEL R. DANZI CASH BALANCE PENSION PLAN
CashBalance
Assets$2.5M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAW OFFICES OF DANIEL R. DANZI PROFIT SHARING PLAN
ProfitSharing
Assets$246K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAW OFFICES OF DANIEL R. DANZI CASH BALANCE PENSION PLAN | CashBalance | $2.5M | 5 | 2024 | |
| 002 | LAW OFFICES OF DANIEL R. DANZI PROFIT SHARING PLAN | ProfitSharing | $246K | 6 | 2024 |
Retirement plans