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  2. LAW OFFICE OF RICHARD L. BARTON, III, PLLC
Sponsor portfolio

LAW OFFICE OF RICHARD L. BARTON, III, PLLC

EIN 84-4616110-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$897K assets
Welfare
0
Participants
11
3 SUGAR CREEK CENTER BLVD SUITE 415 - SUGAR LAND, TX 77478832-916-2526
Plans on this EIN
2 filings
#002CashBalance-$561K - 6 part#001401k-$337K - 5 part

Retirement portfolio analytics

2 plans aggregated / $897K assets / 11 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • BARTON, III 401(K) (#001)38%
Total $897KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • BARTON, III 401(K) (#001)5
Total 11Click 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

LAW OFFICE OF RICHARD L. BARTON, III CASH BALANCE PLAN

CashBalance

Assets$561K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LAW OFFICE OF RICHARD L. BARTON, III 401(K) PLAN

401k

Assets$337K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAW OFFICE OF RICHARD L. BARTON, III CASH BALANCE PLANCashBalance$561K62025
001LAW OFFICE OF RICHARD L. BARTON, III 401(K) PLAN401k$337K52025
Retirement plans
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