Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RILEY & JACKSON, PC
EIN 63-1249437law practiceLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
8
3530 INDEPENDENCE DRIVE - BIRMINGHAM, AL 35209205-879-5000rileyjacksonlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 8 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
RILEY & JACKSON, PC 401(K) PLAN
401k
Assets$2.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RILEY & JACKSON P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RILEY & JACKSON, PC 401(K) PLAN | 401k | $2.9M | 4 | 2025 | |
| 003 | RILEY & JACKSON P.C. CASH BALANCE PENSION PLAN | CashBalance | $2.7M | 4 | 2025 |
Retirement plans