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Sponsor portfolio

THE KETTLES LAW FIRM

EIN 27-3473953-legal services-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
8
6116 N. CENTRAL EXPY, SUITE 720 - DALLAS, TX 75206214-720-9100kettleslaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#002CashBalance-$1.0M - 5 part#001401k-$612K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • CASH BALANCE PLAN (#002)63%
  • PROFIT SHARING PLAN (#001)37%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PROFIT SHARING PLAN (#001)3
Total 8Click 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

THE KETTLES LAW FIRM CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

THE KETTLES LAW FIRM 401(K) PROFIT SHARING PLAN

401k

Assets$612K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE KETTLES LAW FIRM CASH BALANCE PLANCashBalance$1.0M52024
001THE KETTLES LAW FIRM 401(K) PROFIT SHARING PLAN401k$612K32024
Retirement plans
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