Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARTINSON & BEASON, P.C.
EIN 63-0969334legal servicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
41
115 NORTHSIDE SQUARE - HUNTSVILLE, AL 35801256-533-1667martinsonandbeason.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 41 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
MARTINSON & BEASON, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MARTINSON & BEASON, P.C. CASH BALANCE PLAN
CashBalance
Assets$406K
Participants18
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 | MARTINSON & BEASON, P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 23 | 2025 | |
| 002 | MARTINSON & BEASON, P.C. CASH BALANCE PLAN | CashBalance | $406K | 18 | 2025 |
Retirement plans