Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE EMORY LAW FIRM, P.C.
EIN 56-2260829Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$882K assets
Welfare
0
Participants
21
11020 DAVID TAYLOR DR, STE 102 - CHARLOTTE, NC 28262704-371-4333theemorylawfirm.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $882K assets / 21 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#001
THE EMORY LAW FIRM, P.C. 401(K) 401(K) PLAN
401k
Assets$724K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
EMORY LAW FIRM PC CASH BALANCE PLAN
CashBalance
Assets$157K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE EMORY LAW FIRM, P.C. 401(K) 401(K) PLAN | 401k | $724K | 12 | 2025 | |
| 002 | EMORY LAW FIRM PC CASH BALANCE PLAN | CashBalance | $157K | 9 | 2024 |
Retirement plans