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Sponsor portfolio

TRAVIS LAW GROUP, PLLC

EIN 82-0880063-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
11
121 EAST VERMIJO - COLORADO SPRINGS, CO 80903719-520-5011travislawgroup.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$663K - 6 part#002CashBalance-$573K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PROFIT SHARING PLAN (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • CASH BALANCE PLAN (#002)5
Total 11Click 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

TRAVIS LAW GROUP, PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$663K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRAVIS LAW GROUP, PLLC CASH BALANCE PLAN

CashBalance

Assets$573K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRAVIS LAW GROUP, PLLC 401(K) PROFIT SHARING PLAN401k$663K62024
002TRAVIS LAW GROUP, PLLC CASH BALANCE PLANCashBalance$573K52024
Retirement plans
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