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Sponsor portfolio

WOOD LAW GROUP

EIN 83-4589751-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$794K assets
Welfare
0
Participants
12
P.O. BOX 3837 - MAMMOTH LAKES, CA 93546760-934-5821
Plans on this EIN
2 filings
#002CashBalance-$617K - 6 part#001401k-$177K - 6 part

Retirement portfolio analytics

2 plans aggregated / $794K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PLAN (#002)78%
  • WOOD LAW 401(K) (#001)22%
Total $794KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • WOOD LAW 401(K) (#001)6
Total 12Click 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

WOOD LAW GROUP CASH BALANCE PLAN

CashBalance

Assets$617K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WOOD LAW 401(K) PLAN

401k

Assets$177K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WOOD LAW GROUP CASH BALANCE PLANCashBalance$617K62024
001WOOD LAW 401(K) PLAN401k$177K62024
Retirement plans
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