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Sponsor portfolio

SERVIAM BY WRIGHT LLP

EIN 46-2127592-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
19
3 CORPORATE PARK #100 - IRVINE, CA 92606949-207-7522serviam.lawLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#003CashBalance-$1.4M - 6 part#002401k-$709K - 13 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#003)67%
  • WRIGHT LLP 401(K) (#002)33%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WRIGHT LLP 401(K) (#002)13
  • CASH BALANCE PLAN (#003)6
Total 19Click 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#003

SERVIAM BY WRIGHT LLP CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SERVIAM BY WRIGHT LLP 401(K) PLAN

401k

Assets$709K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003SERVIAM BY WRIGHT LLP CASH BALANCE PLANCashBalance$1.4M62025
002SERVIAM BY WRIGHT LLP 401(K) PLAN401k$709K132025
Retirement plans
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