Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE WATKINS FIRM, APC
EIN 33-0847942Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
33
9915 MIRA MESA BLVD, SUITE 130 - SAN DIEGO, CA 92131858-535-1511
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 33 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#001
THE WATKINS FIRM, A PROFESSIONAL CORPORATION 401(K) PLAN
401k
Assets$4.1M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE WATKINS FIRM, APC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WATKINS FIRM, A PROFESSIONAL CORPORATION 401(K) PLAN | 401k | $4.1M | 21 | 2024 | |
| 002 | THE WATKINS FIRM, APC CASH BALANCE PLAN | CashBalance | $1.3M | 12 | 2024 |
Retirement plans