Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolio
CAPODICE, EFAW, OCHELTREE & ELGER, PLLC
EIN 37-1334538Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$19.5M assets
Welfare
0
Participants
57
109 NORTH REGENCY DRIVE - BLOOMINGTON, IL 61701309-663-2526
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.5M assets / 57 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
CAPODICE, EFAW, OCHELTREE & ELGER, PLLC 401(K) PROFIT-SHARING PLAN & TRUST
401k
Assets$13.8M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CAPODICE, EFAW, OCHELTREE & ELGER, PLLC CASH BALANCE PENSION PLAN
CashBalance
Assets$5.7M
Participants16
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 | CAPODICE, EFAW, OCHELTREE & ELGER, PLLC 401(K) PROFIT-SHARING PLAN & TRUST | 401k | $13.8M | 41 | 2025 | |
| 002 | CAPODICE, EFAW, OCHELTREE & ELGER, PLLC CASH BALANCE PENSION PLAN | CashBalance | $5.7M | 16 | 2025 |
Retirement plans