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Sponsor portfolio

LAW OFFICES OF DAVID S CHESLEY

EIN 26-4704583-legal services-Latest filing 2024
Plans
3
Retirement
3
$4.9M assets
Welfare
0
Participants
53
6260 LAUREL CANYON BLVD - NORTH HOLLYWOOD, CA 91606818-574-3387davidlehrlaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
3 filings
#003CashBalance-$4.1M - 11 part#002ProfitSharing-$587K - 28 part#001401k-$174K - 14 part

Retirement portfolio analytics

3 plans aggregated / $4.9M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • INC. RETIREMENT PLAN (#003)84%
  • PROFIT SHARING PLAN (#002)12%
  • SHARING PLAN TRUST (#001)4%
Total $4.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)28
  • SHARING PLAN TRUST (#001)14
  • INC. RETIREMENT PLAN (#003)11
Total 53Click 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#003

LAW OFFICES OF DAVID CHESLEY, INC. RETIREMENT PLAN

CashBalance

Assets$4.1M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAW OFFICES OF DAVID CHESLEY, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$587K
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAW OFFICE OF DAVID S. CHESLEY 401 K PROFIT SHARING PLAN TRUST

401k

Assets$174K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003LAW OFFICES OF DAVID CHESLEY, INC. RETIREMENT PLANCashBalance$4.1M112024
002LAW OFFICES OF DAVID CHESLEY, INC. PROFIT SHARING PLANProfitSharing$587K282024
001LAW OFFICE OF DAVID S. CHESLEY 401 K PROFIT SHARING PLAN TRUST401k$174K142024
Retirement plans
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