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Sponsor portfolio

SIMMONS DALLAS PLLC

EIN 85-1313929-law practice-Latest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
22
240 TRACE COLONY PARK DRIVE - RIDGELAND, MS 39157601-914-2882LinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$1.5M - 11 part#001401k-$702K - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#002)68%
  • PROFIT SHARING PLAN (#001)32%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)11
  • PROFIT SHARING PLAN (#001)11
Total 22Click 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

SIMMONS DALLAS PLLC CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SIMMONS DALLAS PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$702K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SIMMONS DALLAS PLLC CASH BALANCE PLANCashBalance$1.5M112024
001SIMMONS DALLAS PLLC 401(K) PROFIT SHARING PLAN401k$702K112024
Retirement plans
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