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Sponsor portfolio

GILROY NAPOLI & SHORT LLP

EIN 81-4794851-law practice-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
55
12755 SW 69TH AVE., SUITE 200 - PORTLAND, OR 97223503-747-7198gilroynapolishort.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$4.3M - 31 part#002CashBalance-$697K - 24 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 55 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PROFIT SHARING PLAN (#001)86%
  • CASH BALANCE PLAN (#002)14%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)31
  • CASH BALANCE PLAN (#002)24
Total 55Click 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

GILROY NAPOLI & SHORT LLP 401(K) PROFIT SHARING PLAN

401k

Assets$4.3M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

GILROY NAPOLI & SHORT LLP CASH BALANCE PLAN

CashBalance

Assets$697K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GILROY NAPOLI & SHORT LLP 401(K) PROFIT SHARING PLAN401k$4.3M312024
002GILROY NAPOLI & SHORT LLP CASH BALANCE PLANCashBalance$697K242024
Retirement plans
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