Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
U.S. LEGAL MANAGEMENT, INC.
EIN 47-2338612insuranceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
82
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 82 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
U.S. LEGAL MANAGEMENT, INC EMPLOYEE PROFIT SHARING PLAN
401k
Assets$3.8M
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
U.S. LEGAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$331K
Participants28
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 | U.S. LEGAL MANAGEMENT, INC EMPLOYEE PROFIT SHARING PLAN | 401k | $3.8M | 54 | 2025 | |
| 003 | U.S. LEGAL MANAGEMENT, INC. CASH BALANCE PENSION PLAN | CashBalance | $331K | 28 | 2025 |
Retirement plans