Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE SPENCE LAW FIRM, LLC
EIN 83-0230654law practiceLatest filing 2024
Plans
2
Retirement
2
$21.5M assets
Welfare
0
Participants
79
15 SOUTH JACKSON ST - JACKSON, WY 83001307-773-7290spencelawyers.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $21.5M assets / 79 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
THE SPENCE LAW FIRM PROFIT SHARING PLAN
401k
Assets$20.5M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE SPENCE LAW FIRM, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.0M
Participants34
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 | THE SPENCE LAW FIRM PROFIT SHARING PLAN | 401k | $20.5M | 45 | 2024 | |
| 003 | THE SPENCE LAW FIRM, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.0M | 34 | 2024 |
Retirement plans