Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
SHIELDS LEGAL GROUP, PC
EIN 75-2630281legal servicesLatest filing 2025
Plans
2
Retirement
2
$13.3M assets
Welfare
0
Participants
72
16400 DALLAS PKWY STE 300 - DALLAS, TX 75248469-726-3079shieldslegal.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.3M assets / 72 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
SHIELDS LEGAL GROUP PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$11.9M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHIELDS LEGAL GROUP, PC PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants38
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 | SHIELDS LEGAL GROUP PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $11.9M | 34 | 2025 | |
| 003 | SHIELDS LEGAL GROUP, PC PROFIT SHARING PLAN | ProfitSharing | $1.4M | 38 | 2025 |
Retirement plans