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Sponsor portfolio

LEVESQUE LAW, PLLC

EIN 27-2750442-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
16
176 E CALDERWOOD DR, SUITE 150 - MERIDIAN, ID 83642208-473-2344
Plans on this EIN
2 filings
#002CashBalance-$720K - 8 part#001401k-$311K - 8 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • LEVESQUE LAW 401(K) (#001)30%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)8
  • LEVESQUE LAW 401(K) (#001)8
Total 16Click 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#002

LEVESQUE LAW CASH BALANCE PLAN

CashBalance

Assets$720K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LEVESQUE LAW 401(K) PLAN

401k

Assets$311K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LEVESQUE LAW CASH BALANCE PLANCashBalance$720K82024
001LEVESQUE LAW 401(K) PLAN401k$311K82024
Retirement plans
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