Assets by plan
Share of aggregate retirement assets
Filings through .
The Law Firm of David C. Chavez, LLC
EIN 85-0420801law practiceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Health & Benefits
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 19 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
THE LAW FIRM OF DAVID C. CHAVEZ, LLC CASH BALANCE PLAN
Cash balance
Assets$937K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE LAW FIRM OF DAVID C. CHAVEZ, LLC 401(K) PLAN
401(k)
Assets$726K
Participants11
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE LAW FIRM OF DAVID C. CHAVEZ, LLC CASH BALANCE PLAN | Cash balance | $937K | 8 | 2025 |
| #001 | THE LAW FIRM OF DAVID C. CHAVEZ, LLC 401(K) PLAN | 401(k) | $726K | 11 | 2025 |
- #002 · Cash balance · 20258
- #001 · 401(k) · 202511
Retirement plans