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  2. LAW OFFICE OF JAMES H. WOOD, PC
Sponsor portfolio

LAW OFFICE OF JAMES H. WOOD, PC

EIN 46-4269026-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
19
601 MARBLE AVE. NW - ALBUQUERQUE, NM 87102505-340-3134
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 10 part#001401k-$720K - 9 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PLAN (#002)73%
  • WOOD, PC 401(K) (#001)27%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)10
  • WOOD, PC 401(K) (#001)9
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#002

LAW OFFICE OF JAMES H. WOOD CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAW OFFICE OF JAMES H. WOOD, PC 401(K) PLAN

401k

Assets$720K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAW OFFICE OF JAMES H. WOOD CASH BALANCE PLANCashBalance$1.9M102024
001LAW OFFICE OF JAMES H. WOOD, PC 401(K) PLAN401k$720K92024
Retirement plans
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