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Sponsor portfolio

LEROY LAW, P.A.

EIN 45-4073953-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
4
2465 MERCER AVENUE #206 - WEST PALM BEACH, FL 33401561-290-2730leroylawpa.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$718K - 2 part#002TraditionalDB-$638K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • P.A. 401K PLAN (#001)53%
  • DEFINED BENEFIT PLAN (#002)47%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • P.A. 401K PLAN (#001)2
  • DEFINED BENEFIT PLAN (#002)2
Total 4Click 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#001

LEROY LAW P.A. 401K PLAN

401k

Assets$718K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LEROY LAW P.A. DEFINED BENEFIT PLAN

TraditionalDB

Assets$638K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LEROY LAW P.A. 401K PLAN401k$718K22024
002LEROY LAW P.A. DEFINED BENEFIT PLANTraditionalDB$638K22024
Retirement plans
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