Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEAVITT, CHRISTENSEN & CO., PLLC
EIN 82-0398216accountingLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 9 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
LEAVITT, CHRISTENSEN & CO., PLLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LEAVITT, CHRISTENSEN & CO., PLLC PROFIT SHARING PLAN
401k
Assets$1.1M
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 | LEAVITT, CHRISTENSEN & CO., PLLC DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 4 | 2024 | |
| 003 | LEAVITT, CHRISTENSEN & CO., PLLC PROFIT SHARING PLAN | 401k | $1.1M | 5 | 2024 |
Retirement plans