Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
JEFFREY R CAFFEE LEGAL PLLC
EIN 82-3555823Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$507K assets
Welfare
0
Participants
25
212 WELLS AVE S STE A - RENTON, WA 98057206-312-0954
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $507K assets / 25 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#001
JEFFREY R CAFFEE LEGAL PLLC 401(K) PLAN
401k
Assets$364K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY R CAFFEE LEGAL, PLLC CASH BALANCE PLAN
CashBalance
Assets$143K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFREY R CAFFEE LEGAL PLLC 401(K) PLAN | 401k | $364K | 16 | 2024 | |
| 002 | JEFFREY R CAFFEE LEGAL, PLLC CASH BALANCE PLAN | CashBalance | $143K | 9 | 2024 |
Retirement plans