Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YOFFY AND TURBEVILLE PLC
EIN 30-0201155law practiceLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
6
4805 COURTHOUSE STREET, SUITE 201 - WILLIAMSBURG, VA 23188757-209-5615thewilliamsburglawyers.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 6 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
YOFFY AND TURBEVILLE PLC CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
YOFFY AND TURBEVILLE PLC RETIREMENT PLAN
401k
Assets$98K
Participants3
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 | YOFFY AND TURBEVILLE PLC CASH BALANCE PLAN | CashBalance | $1.8M | 3 | 2024 | |
| 001 | YOFFY AND TURBEVILLE PLC RETIREMENT PLAN | 401k | $98K | 3 | 2024 |
Retirement plans