Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STUART + BLACKWELL, PLLC
EIN 45-2377804law practiceLatest filing 2024
Plans
2
Retirement
2
$129K assets
Welfare
0
Participants
10
3920 S ALMA SCHOOL RD STE 5 - CHANDLER, AZ 85248480-420-2900stuartandblackwell.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $129K assets / 10 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
STUART + BLACKWELL CASH BALANCE PLAN
CashBalance
Assets$120K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STUART + BLACKWELL PROFIT SHARING PLAN
ProfitSharing
Assets$9K
Participants5
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 | STUART + BLACKWELL CASH BALANCE PLAN | CashBalance | $120K | 5 | 2024 | |
| 002 | STUART + BLACKWELL PROFIT SHARING PLAN | ProfitSharing | $9K | 5 | 2024 |
Retirement plans