Assets by plan
Share of aggregate retirement assets
83%top
Filings through .
Sponsor portfolio
Weston Smith Law, PLLC
EIN 86-2186194law practiceLatest filing 2025
Plans
2
Retirement
2
$212K assets
Welfare
0
Participants
5
100 2ND AVE N, SUITE 311 - ST. PETERSBURG, FL 33701727-408-6100westonsmithlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $212K assets / 5 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
WESTON SMITH LAW, PLLC CASH BALANCE PLAN
Cash balance
Assets$176K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WESTON SMITH LAW, PLLC 401(K)
401(k)
Assets$36K
Participants2
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 | WESTON SMITH LAW, PLLC CASH BALANCE PLAN | Cash balance | $176K | 3 | 2025 | |
| 001 | WESTON SMITH LAW, PLLC 401(K) | 401(k) | $36K | 2 | 2024 |
Retirement plans