Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOREN LAW GROUP PLLCN-401(K) PLAN | 401k | $205K | 5 | 2025 | |
| 003 | SOREN LAW GROUP PLLC DEFINED BENEFIT PLAN | CashBalance | $81K | 2 | 2025 | |
| 002 | SOREN LAW GROUP PLLC RETIREMENT PLAN | ProfitSharing | $55K | 2 | 2025 |