Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE LAW FIRM OF DAVID C. CHAVEZ, LLC
EIN 85-0420801law practiceLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 19 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
THE LAW FIRM OF DAVID C. CHAVEZ, LLC CASH BALANCE PLAN
CashBalance
Assets$937K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE LAW FIRM OF DAVID C. CHAVEZ, LLC 401(K) PLAN
401k
Assets$726K
Participants11
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 | THE LAW FIRM OF DAVID C. CHAVEZ, LLC CASH BALANCE PLAN | CashBalance | $937K | 8 | 2025 | |
| 001 | THE LAW FIRM OF DAVID C. CHAVEZ, LLC 401(K) PLAN | 401k | $726K | 11 | 2025 |
Retirement plans