Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICE OF WESLEY MATHIS PLLC
EIN 83-4584646Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$619K assets
Welfare
0
Participants
6
433 NORTH LOOP WEST, SUITE 270 - HOUSTON, TX 77008888-300-7371
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $619K assets / 6 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
LAW OFFICE OF WESLEY MATHIS CASH BALANCE PLAN
CashBalance
Assets$338K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICE OF WESLEY MATHIS 401(K) PLAN
401k
Assets$281K
Participants3
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 | LAW OFFICE OF WESLEY MATHIS CASH BALANCE PLAN | CashBalance | $338K | 3 | 2025 | |
| 001 | LAW OFFICE OF WESLEY MATHIS 401(K) PLAN | 401k | $281K | 3 | 2025 |
Retirement plans