Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM F MITCHELL
EIN 31-1582256law practiceLatest filing 2025
Plans
3
Retirement
2
$2.4M assets
Welfare
1
Participants
12
11421 CHESTER RD SUITE B - CINCINNATI, OH 45246513-326-7000wjmitchelllaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M 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
WILLIAM MITCHELL LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WILLIAM MITCHELL LLC 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$87K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WILLIAM F MITCHELL SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAM MITCHELL LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.3M | 3 | 2024 | |
| 001 | WILLIAM MITCHELL LLC 401(K) PROFIT SHARING PLAN | ProfitSharing | $87K | 3 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WILLIAM F MITCHELL SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans