Assets by plan
Share of aggregate retirement assets
51%top
Sponsor portfolio
KWOK DANIEL, LTD, LLP
EIN 45-1998024legal servicesLatest filing 2024
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
123
9805 KATY FREEWAY, SUITE 850 - HOUSTON, TX 77024713-773-3960kwoklaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 123 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
KWOK DANIEL, LTD, LLP CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KWOK DANIEL, LTD, LLP 401K PLAN
401k
Assets$3.0M
Participants66
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 | KWOK DANIEL, LTD, LLP CASH BALANCE PLAN | CashBalance | $3.2M | 57 | 2024 | |
| 002 | KWOK DANIEL, LTD, LLP 401K PLAN | 401k | $3.0M | 66 | 2024 |
Retirement plans