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Sponsor portfolio

GARCIA LAW, PLLC

EIN 82-5054454-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$841K assets
Welfare
0
Participants
24
2708 S. REDWOOD RD., STE. 101 - WEST VALLEY CITY, UT 84119801-414-5050
Plans on this EIN
2 filings
#002TraditionalDB-$581K - 11 part#001401k-$260K - 13 part

Retirement portfolio analytics

2 plans aggregated / $841K assets / 24 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFINED BENEFIT PLAN (#002)69%
  • LAW, PLLC 401(K) (#001)31%
Total $841KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW, PLLC 401(K) (#001)13
  • DEFINED BENEFIT PLAN (#002)11
Total 24Click 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#002

GARCIA LAW, PLLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$581K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GARCIA LAW, PLLC 401(K) PLAN

401k

Assets$260K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GARCIA LAW, PLLC DEFINED BENEFIT PLANTraditionalDB$581K112024
001GARCIA LAW, PLLC 401(K) PLAN401k$260K132024
Retirement plans
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