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Sponsor portfolio

CALVIAC LAW

EIN 47-3041912-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$377K assets
Welfare
0
Participants
6
8271 SW 172ND STREET - PALMETTO BAY, FL 33157786-299-3805
Plans on this EIN
2 filings
#002CashBalance-$369K - 2 part#001ProfitSharing-$7K - 4 part

Retirement portfolio analytics

2 plans aggregated / $377K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • CASH BALANCE PENSION (#002)98%
  • LAW RETIREMENT PLAN (#001)2%
Total $377KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW RETIREMENT PLAN (#001)4
  • CASH BALANCE PENSION (#002)2
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CALVIAC LAW CASH BALANCE PENSION PLAN

CashBalance

Assets$369K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CALVIAC LAW RETIREMENT PLAN

ProfitSharing

Assets$7K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CALVIAC LAW CASH BALANCE PENSION PLANCashBalance$369K22024
001CALVIAC LAW RETIREMENT PLANProfitSharing$7K42024
Retirement plans
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