Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WINDOM LAW OFFICES, PLLC
EIN 47-2602543legal servicesLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 11 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
WINDOM LAW OFFICES, PLLC CASH BALANCE PLAN
CashBalance
Assets$2.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WINDOM LAW OFFICES, PLLC 401(K) & PROFIT SHARING PLAN
401k
Assets$898K
Participants8
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 | WINDOM LAW OFFICES, PLLC CASH BALANCE PLAN | CashBalance | $2.9M | 3 | 2025 | |
| 001 | WINDOM LAW OFFICES, PLLC 401(K) & PROFIT SHARING PLAN | 401k | $898K | 8 | 2025 |
Retirement plans