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Sponsor portfolio

THE FRASER LAW FIRM PC

EIN 46-4013915-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
6
101 SW MAIN STREET SUITE 1900 - PORTLAND, OR 97204971-266-8877
Plans on this EIN
2 filings
#001401k-$1.5M - 3 part#003CashBalance-$537K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • 401K RETIREMENT PLAN (#001)73%
  • CASH BALANCE PENSION (#003)27%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401K RETIREMENT PLAN (#001)3
  • CASH BALANCE PENSION (#003)3
Total 6Click 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

THE FRASER LAW FIRM PC 401K RETIREMENT PLAN

401k

Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE FRASER LAW FIRM PC CASH BALANCE PENSION PLAN

CashBalance

Assets$537K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE FRASER LAW FIRM PC 401K RETIREMENT PLAN401k$1.5M32024
003THE FRASER LAW FIRM PC CASH BALANCE PENSION PLANCashBalance$537K32024
Retirement plans
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