Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLANTUONO, HIGHSMITH & WHATLEY
EIN 75-3031545law practiceLatest filing 2025
Plans
3
Retirement
3
$15.1M assets
Welfare
0
Participants
87
420 SIERRA COLLEGE DR STE 140 - GRASS VALLEY, CA 959455091530-432-7357chwlaw.usLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $15.1M assets / 87 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
COLANTUONO, HIGHSMITH & WHATLEY P.C. SAFE HARBOR 401(K) PLAN
401k
Assets$13.4M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
COLANTUONO HIGHSMITH & WHATLEY PC PENSION PLAN
CashBalance
Assets$977K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
COLANTUONO, HIGHSMITH & WHATLEY P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$742K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLANTUONO, HIGHSMITH & WHATLEY P.C. SAFE HARBOR 401(K) PLAN | 401k | $13.4M | 48 | 2025 | |
| 003 | COLANTUONO HIGHSMITH & WHATLEY PC PENSION PLAN | CashBalance | $977K | 23 | 2024 | |
| 004 | COLANTUONO, HIGHSMITH & WHATLEY P.C. PROFIT SHARING PLAN | ProfitSharing | $742K | 16 | 2025 |
Retirement plans