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Sponsor portfolio

COLLECTION AT LAW, INC.

EIN 87-0727959-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
14
5707 CORSA AVE. #101 - WESTLAKE VILLAGE, CA 91362818-716-7630collectionatlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$1.0M - 11 part#002CashBalance-$352K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#002)3
Total 14Click 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#001

COLLECTION AT LAW, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COLLECTION AT LAW, INC CASH BALANCE PLAN

CashBalance

Assets$352K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COLLECTION AT LAW, INC. 401(K) PROFIT SHARING PLAN401k$1.0M112024
002COLLECTION AT LAW, INC CASH BALANCE PLANCashBalance$352K32024
Retirement plans
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