Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOTTILE BALTAXE
EIN 45-4218527legal servicesLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
20
28632 ROADSIDE DRIVE, SUITE 100 - AGOURA HILLS, CA 91301818-889-0050LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 20 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#002
SOTTILE BALTAXE CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOTTILE BALTAXE 401(K) PROFIT SHARING PLAN
401k
Assets$968K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SOTTILE BALTAXE CASH BALANCE PLAN | CashBalance | $1.5M | 9 | 2024 | |
| 001 | SOTTILE BALTAXE 401(K) PROFIT SHARING PLAN | 401k | $968K | 11 | 2024 |
Retirement plans