Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $18.7M assets / 72 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE SPENCE LAW FIRM PROFIT SHARING PLAN | 401(k) | $17.2M | 39 | 2025 |
| #003 | THE SPENCE LAW FIRM, LLC CASH BALANCE PENSION PLAN | Cash balance | $1.5M | 33 | 2025 |