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Sponsor portfolio

THE LAW OFFICE OF PAULA J YOST, PLLC

EIN 81-4275468-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$294K assets
Welfare
0
Participants
13
5605 STATE HIGHWAY 49 NORTH - MOUNT PLEASANT, NC 28124704-436-2214
Plans on this EIN
2 filings
#001401k-$192K - 8 part#002CashBalance-$102K - 5 part

Retirement portfolio analytics

2 plans aggregated / $294K assets / 13 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • LAW SHACK 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $294KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW SHACK 401(K) (#001)8
  • CASH BALANCE PLAN (#002)5
Total 13Click 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#001

THE COUNTRY LAW SHACK 401(K) PLAN

401k

Assets$192K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE LAW OFFICE OF PAULA J YOST, PLLC CASH BALANCE PLAN

CashBalance

Assets$102K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE COUNTRY LAW SHACK 401(K) PLAN401k$192K82024
002THE LAW OFFICE OF PAULA J YOST, PLLC CASH BALANCE PLANCashBalance$102K52024
Retirement plans
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