Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOLTMAN, LEVITT, FLAHERTY & WATTLES LLP
EIN 77-0559427Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
19
90 E. THOUSAND OAKS BLVD. SUITE 300 - THOUSAND OAKS, CA 91360805-497-7706
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 19 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
SOLTMAN & WATTLES, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$666K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOLTMAN & WATTLES, LLP 401(K) PLAN
401k
Assets$352K
Participants10
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 | SOLTMAN & WATTLES, LLP 401(K) PROFIT SHARING PLAN | 401k | $666K | 9 | 2024 | |
| 001 | SOLTMAN & WATTLES, LLP 401(K) PLAN | 401k | $352K | 10 | 2024 |
Retirement plans