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Sponsor portfolio

JAMES F. LUDLOW, ATTORNEY AT LAW, P.C.

EIN 35-2079922-law practice-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
10
9520 E WASHINGTON ST - INDIANAPOLIS, IN 46229317-506-7418jamesludlowatty.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$1.2M - 3 part#001401k-$830K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#002)59%
  • LAW, P.C. 401(K) (#001)41%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW, P.C. 401(K) (#001)7
  • CASH BALANCE PLAN (#002)3
Total 10Click row to drill in

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 F. LUDLOW, ATTORNEY AT LAW, P.C. CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JAMES F. LUDLOW, ATTORNEY AT LAW, P.C. 401(K) PLAN

401k

Assets$830K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JAMES F. LUDLOW, ATTORNEY AT LAW, P.C. CASH BALANCE PLANCashBalance$1.2M32024
001JAMES F. LUDLOW, ATTORNEY AT LAW, P.C. 401(K) PLAN401k$830K72024
Retirement plans
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