Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICES OF WILLIAM B. CURTIS, P.C.
EIN 75-2898817Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
17754 PRESTON RD, SUITE 200 - DALLAS, TX 75252214-890-1000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 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
LAW OFFICES OF WILLIAM B. CURTIS, P.C. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICES OF WILLIAM B. CURTIS, P.C. 401(K) PLAN
401k
Assets$891K
Participants5
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 | LAW OFFICES OF WILLIAM B. CURTIS, P.C. CASH BALANCE PLAN | CashBalance | $1.1M | 9 | 2024 | |
| 001 | LAW OFFICES OF WILLIAM B. CURTIS, P.C. 401(K) PLAN | 401k | $891K | 5 | 2025 |
Retirement plans