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Sponsor portfolio

MFGARZA LAW FIRM, PLLC

EIN 83-4053832-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$297K assets
Welfare
0
Participants
4
5316 W. US HWY 290, STE 130 - AUSTIN, TX 78735512-599-8030
Plans on this EIN
2 filings
#002CashBalance-$219K - 2 part#001401k-$78K - 2 part

Retirement portfolio analytics

2 plans aggregated / $297K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PLAN (#002)74%
  • 401(K) RETIREMENT PLAN (#001)26%
Total $297KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • 401(K) RETIREMENT PLAN (#001)2
Total 4Click 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

MFGARZA LAW FIRM CASH BALANCE PLAN

CashBalance

Assets$219K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MFGARZA LAW FIRM 401(K) RETIREMENT PLAN

401k

Assets$78K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MFGARZA LAW FIRM CASH BALANCE PLANCashBalance$219K22024
001MFGARZA LAW FIRM 401(K) RETIREMENT PLAN401k$78K22024
Retirement plans
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