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Sponsor portfolio

ROEHL LAW FIRM, PC

EIN 85-0248878-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
300 CENTRAL AVE SW, SUITE 2500 EAST - ALBUQUERQUE, NM 87102505-242-6900
Plans on this EIN
2 filings
#001401k-$992K - 3 part#002CashBalance-$850K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • FIRM, PC 401(K) (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRM, PC 401(K) (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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#001

ROEHL LAW FIRM, PC 401(K) PLAN

401k

Assets$992K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROEHL LAW FIRM, PC CASH BALANCE PLAN

CashBalance

Assets$850K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROEHL LAW FIRM, PC 401(K) PLAN401k$992K32025
002ROEHL LAW FIRM, PC CASH BALANCE PLANCashBalance$850K32024
Retirement plans
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