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Sponsor portfolio

BATTEN MCLAMB SMITH PLLC

EIN 27-2610013-law practice-Latest filing 2025
Plans
2
Retirement
2
$18.2M assets
Welfare
0
Participants
65
4141 PARKLAKE AVENUE, SUITE 350 - RALEIGH, NC 27612919-439-2221battenlee.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$14.7M - 39 part#002CashBalance-$3.6M - 26 part

Retirement portfolio analytics

2 plans aggregated / $18.2M assets / 65 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $18.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)39
  • CASH BALANCE PLAN (#002)26
Total 65Click 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#001

BATTEN MCLAMB SMITH PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$14.7M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BATTEN MCLAMB SMITH PLLC CASH BALANCE PLAN

CashBalance

Assets$3.6M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BATTEN MCLAMB SMITH PLLC 401(K) PROFIT SHARING PLAN401k$14.7M392025
002BATTEN MCLAMB SMITH PLLC CASH BALANCE PLANCashBalance$3.6M262024
Retirement plans
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