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Sponsor portfolio

MITCHELL & CHADWICK LLP

EIN 46-4383095-legal services-Latest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
45
1420 ROCKY RIDGE DRIVE, SUITE 260 - ROSEVILLE, CA 95661916-462-8888mitchellchadwick.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$4.4M - 37 part#002CashBalance-$1.7M - 8 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 45 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • PROFIT SHARING PLAN (#001)72%
  • CASH BALANCE PLAN (#002)28%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)37
  • CASH BALANCE PLAN (#002)8
Total 45Click 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

MITCHELL & CHADWICK LLP 401(K) PROFIT SHARING PLAN

401k

Assets$4.4M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

MITCHELL & CHADWICK LLP CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MITCHELL & CHADWICK LLP 401(K) PROFIT SHARING PLAN401k$4.4M372025
002MITCHELL & CHADWICK LLP CASH BALANCE PLANCashBalance$1.7M82024
Retirement plans
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