Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICES OF WILLIAM J. BEVERLY, A PROFESSIONAL CORPORATION
EIN 46-3108188Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
7
3424 CARSON STREET, SUITE 400 - TORRANCE, CA 90508310-793-7766
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 7 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
LAW OFFICES OF WILLIAM J. BEVERLY, A PROFESSIONAL CORPORATION 401(K) PLAN
401k
Assets$2.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LAW OFFICES OF WILLIAM J. BEVERLY, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.5M
Participants4
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 | LAW OFFICES OF WILLIAM J. BEVERLY, A PROFESSIONAL CORPORATION 401(K) PLAN | 401k | $2.6M | 3 | 2024 | |
| 003 | LAW OFFICES OF WILLIAM J. BEVERLY, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN | TraditionalDB | $2.5M | 4 | 2024 |
Retirement plans