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Sponsor portfolio

CORRELL LAW, PA

EIN 87-2720189-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
4
150 EAST PALMETTO PARK RD., SUITE 800 - BOCA RATON, FL 33432310-425-3866
Plans on this EIN
2 filings
#001TraditionalDB-$1.0M - 2 part#002401k-$242K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • DEFINED BENEFIT PENSION (#001)81%
  • PROFIT SHARING PLAN (#002)19%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click 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

CORRELL LAW PA DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CORRELL LAW PA 401(K) PROFIT SHARING PLAN

401k

Assets$242K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CORRELL LAW PA DEFINED BENEFIT PENSION PLANTraditionalDB$1.0M22024
002CORRELL LAW PA 401(K) PROFIT SHARING PLAN401k$242K22024
Retirement plans
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