Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
LAW OFFICES OF DAVID K. SPENCER, P.C.
EIN 46-4624117legal servicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 12 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 DAVID K. SPENCER, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LAW OFFICES OF DAVID K SPENCER 401(K) PLAN
401k
Assets$1.1M
Participants5
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 DAVID K. SPENCER, P.C. CASH BALANCE PLAN | CashBalance | $1.3M | 7 | 2025 | |
| 003 | LAW OFFICES OF DAVID K SPENCER 401(K) PLAN | 401k | $1.1M | 5 | 2025 |
Retirement plans