Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY G. POLLITT, PC
EIN 86-0912489Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
10
2425 E. CAMELBACK RD., STE 1075 - PHOENIX, AZ 85016602-852-5577complexdivorcelaw.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 10 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#001
JEFFREY G. POLLITT, PC CASH BALANCE PLAN
CashBalance
Assets$700K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JEFFREY G. POLLITT, PC 401(K) PROFIT SHARING PLAN
401k
Assets$449K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JEFFREY G. POLLITT, PC CASH BALANCE PLAN | CashBalance | $700K | 4 | 2024 | |
| 002 | JEFFREY G. POLLITT, PC 401(K) PROFIT SHARING PLAN | 401k | $449K | 6 | 2024 |
Retirement plans