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Sponsor portfolio

MATT WHITE LAW, PC

EIN 27-3791189-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$571K assets
Welfare
0
Participants
4
1000 FOURTH ST., SUITE 425 - SAN RAFAEL, CA 94901415-226-4040
Plans on this EIN
2 filings
#002CashBalance-$519K - 2 part#001401k-$52K - 2 part

Retirement portfolio analytics

2 plans aggregated / $571K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • CASH BALANCE PLAN (#002)91%
  • PROFIT SHARING PLAN (#001)9%
Total $571KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • PROFIT SHARING PLAN (#001)2
Total 4Click 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

MONTY WHITE LLP CASH BALANCE PLAN

CashBalance

Assets$519K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MONTY WHITE LLP 401(K) PROFIT SHARING PLAN

401k

Assets$52K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MONTY WHITE LLP CASH BALANCE PLANCashBalance$519K22024
001MONTY WHITE LLP 401(K) PROFIT SHARING PLAN401k$52K22024
Retirement plans
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