Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.8M assets / 11 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WINDOM LAW OFFICES, PLLC CASH BALANCE PLAN | Cash balance | $2.9M | 3 | 2025 |
| #001 | WINDOM LAW OFFICES, PLLC 401(K) & PROFIT SHARING PLAN | 401(k) | $898K | 8 | 2025 |