Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAROD PARKER, ESQ.
EIN 47-3847943Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
15
4121 WESTERLY PLACE, SUITE 102 - NEWPORT BEACH, CA 92660949-336-6970
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 15 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
JAROD PARKER, ESQ. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
JAROD PARKER, ESQ 401(K) PROFIT SHARING PLAN
401k
Assets$571K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAROD PARKER, ESQ. CASH BALANCE PLAN | CashBalance | $1.2M | 8 | 2024 | |
| 001 | JAROD PARKER, ESQ 401(K) PROFIT SHARING PLAN | 401k | $571K | 7 | 2024 |
Retirement plans