Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$162K
Filings through .
3 plans aggregated / $2.6M assets / 34 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.
401(k)
401(k)
Traditional DB
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | COMMUNITY LEGAL ADVISORS 401K PROFIT SHARING PLAN | 401(k) | $1.4M | 15 | 2025 |
| #001 | COMMUNITY LEGAL ADVISORS 401(K) PLAN | 401(k) | $1.1M | 16 | 2024 |
| #002 | COMMUNITY LEGAL ADVISORS DEFINED BENEFIT PENSION PLAN & TRUST | Traditional DB | $162K | 3 | 2025 |