Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STANTON T. MATHEWS & ASSOCIATES, A LAW CORPORATION
EIN 33-0749805legal servicesLatest filing 2024
Plans
2
Retirement
2
$800K assets
Welfare
0
Participants
4
28202 CABOT ROAD, SUITE 300 - LAGUNA NIGUEL, CA 92677949-586-2235mathewsfirm.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $800K assets / 4 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
STANTON T. MATHEWS & ASSOCIATES, A LAW CORPORATION CASH BALANCE PLAN
CashBalance
Assets$750K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STANTON T. MATHEWS & ASSOCIATES, A LAW CORPORATION 401(K) PLAN
ProfitSharing
Assets$50K
Participants2
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 | STANTON T. MATHEWS & ASSOCIATES, A LAW CORPORATION CASH BALANCE PLAN | CashBalance | $750K | 2 | 2024 | |
| 003 | STANTON T. MATHEWS & ASSOCIATES, A LAW CORPORATION 401(K) PLAN | ProfitSharing | $50K | 2 | 2024 |
Retirement plans