Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES P. WALSH, LMFT, INC.
EIN 88-2254245Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
20
27951 SMYTH DRIVE. - VALENCIA, CA 91355661-305-2401
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 20 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
JAMES P. WALSH, LMFT, INC. PENSION PLAN
CashBalance
Assets$1.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JAMES P. WALSH, LMFT, INC. RETIREMENT PLAN
401k
Assets$271K
Participants11
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 | JAMES P. WALSH, LMFT, INC. PENSION PLAN | CashBalance | $1.0M | 9 | 2025 | |
| 001 | JAMES P. WALSH, LMFT, INC. RETIREMENT PLAN | 401k | $271K | 11 | 2024 |
Retirement plans