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  2. ALEXANDER, CORDER & SHELLY, P.C.
Sponsor portfolio

ALEXANDER, CORDER & SHELLY, P.C.

EIN 63-0929898-law practice-Latest filing 2025
Plans
3
Retirement
3
$4.5M assets
Welfare
0
Participants
24
P O BOX 1129 - ATHENS, AL 35611256-232-1130LinkedIn1-10 employeeslaw practice
Plans on this EIN
3 filings
#001ProfitSharing-$2.3M - 2 part#002CashBalance-$1.2M - 10 part#003401k-$941K - 12 part

Retirement portfolio analytics

3 plans aggregated / $4.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING PLAN (#001)52%
  • CASH BALANCE PLAN (#002)27%
  • PROFIT SHARING PLAN (#003)21%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)12
  • CASH BALANCE PLAN (#002)10
  • PROFIT SHARING PLAN (#001)2
Total 24Click 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#001

ALEXANDER CORDER AND SHELLY PC PROFIT SHARING PLAN

ProfitSharing

Assets$2.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ALEXANDER CORDER AND SHELLY PC CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALEXANDER CORDER AND SHELLY PC PROFIT SHARING PLAN

401k

Assets$941K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ALEXANDER CORDER AND SHELLY PC PROFIT SHARING PLANProfitSharing$2.3M22025
002ALEXANDER CORDER AND SHELLY PC CASH BALANCE PLANCashBalance$1.2M102025
003ALEXANDER CORDER AND SHELLY PC PROFIT SHARING PLAN401k$941K122025
Retirement plans
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