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Sponsor portfolio

TOCE LAW FIRM, LLC

EIN 72-1442704-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
12
969 COOLIDGE BLVD. - LAFAYETTE, LA 70503337-356-4539tocelawfirm.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$2.2M - 4 part#001401k-$582K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • CASH BALANCE PLAN (#002)79%
  • FIRM 401K PLAN (#001)21%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRM 401K PLAN (#001)8
  • CASH BALANCE PLAN (#002)4
Total 12Click 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#002

TOCE FIRM CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TOCE FIRM 401K PLAN

401k

Assets$582K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TOCE FIRM CASH BALANCE PLANCashBalance$2.2M42025
001TOCE FIRM 401K PLAN401k$582K82024
Retirement plans
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