Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CADDELL REYNOLDS, PA
EIN 71-0672168law practiceLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
64
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 64 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
CADDELL REYNOLDS, PA 401(K) RETIREMENT PLAN
401k
Assets$2.3M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CADDELL REYNOLDS, PA DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$654K
Participants15
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 | CADDELL REYNOLDS, PA 401(K) RETIREMENT PLAN | 401k | $2.3M | 49 | 2025 | |
| 002 | CADDELL REYNOLDS, PA DEFINED BENEFIT PENSION PLAN | TraditionalDB | $654K | 15 | 2024 |
Retirement plans