Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
JAMES L. STAN ATTORNEY-CPA
EIN 35-1660941Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
4
836 LINCOLNWAY - VALPARAISO, IN 463835804219-465-1999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.5M 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
JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$5.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES L. STAN ATTORNEY-CPA MONEY PURCHASE PLAN AND TRUST
MoneyPurchase
Assets$4.0M
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 | JAMES L. STAN ATTORNEY-CPA PROFIT SHARING PLAN AND TRUST | ProfitSharing | $5.5M | 2 | 2024 | |
| 001 | JAMES L. STAN ATTORNEY-CPA MONEY PURCHASE PLAN AND TRUST | MoneyPurchase | $4.0M | 2 | 2024 |
Retirement plans