Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SLATTERY PETERSEN PLLC
EIN 27-1338597law practiceLatest filing 2025
Plans
2
Retirement
2
$11.6M assets
Welfare
0
Participants
28
340 E. PALM LANE, SUITE 250 - PHOENIX, AZ 85004602-507-6100slatterypetersen.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.6M assets / 28 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#002
SLATTERY PETERSEN PLLC CASH BALANCE PLAN
CashBalance
Assets$6.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SLATTERY PETERSEN PLLC 401(K) PLAN
401k
Assets$5.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SLATTERY PETERSEN PLLC CASH BALANCE PLAN | CashBalance | $6.1M | 13 | 2024 | |
| 001 | SLATTERY PETERSEN PLLC 401(K) PLAN | 401k | $5.5M | 15 | 2025 |
Retirement plans