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Sponsor portfolio

SPAULDING LAW

EIN 83-1079366-law practice-Latest filing 2024
Plans
2
Retirement
2
$587K assets
Welfare
0
Participants
6
5860 BOND ST - CUMMING, GA 30040470-291-4361businesslawyerinatlanta.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$580K - 3 part#003ProfitSharing-$7K - 3 part

Retirement portfolio analytics

2 plans aggregated / $587K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CASH BALANCE PENSION (#002)99%
  • LAW RETIREMENT PLAN (#003)1%
Total $587KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)3
  • LAW RETIREMENT PLAN (#003)3
Total 6Click 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

SPAULDING LAW CASH BALANCE PENSION PLAN

CashBalance

Assets$580K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SPAULDING LAW RETIREMENT PLAN

ProfitSharing

Assets$7K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SPAULDING LAW CASH BALANCE PENSION PLANCashBalance$580K32024
003SPAULDING LAW RETIREMENT PLANProfitSharing$7K32024
Retirement plans
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