Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNELLY LAW OFFICES, PLLC
EIN 46-1775646law practiceLatest filing 2024
Plans
2
Retirement
2
$14.6M assets
Welfare
0
Participants
64
2301 N. 30TH STREET - TACOMA, WA 984033322253-593-5100connelly-law.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.6M assets / 64 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
CONNELLY LAW OFFICES 401(K) PLAN
401k
Assets$9.7M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CONNELLY LAW OFFICES DEFINED BENEFIT PLAN
CashBalance
Assets$4.9M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONNELLY LAW OFFICES 401(K) PLAN | 401k | $9.7M | 35 | 2024 | |
| 002 | CONNELLY LAW OFFICES DEFINED BENEFIT PLAN | CashBalance | $4.9M | 29 | 2024 |
Retirement plans