Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
Cash balance
Profit-sharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GRANT PHILLIPS LAW, PLLC CASH BALANCE PLAN | Cash balance | $271K | 3 | 2025 | |
| 001 | GRANT PHILLIPS LAW, PLLC 401K PROFIT SHARING PLAN | Profit-sharing | $57K | 3 | 2025 |