Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
CHATTEN-BROWN LAW GROUP, APC
EIN 88-4372247Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$508K assets
Welfare
0
Participants
4
325 W. WASHINGTON ST., SUITE 2193 - SAN DIEGO, CA 92103
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $508K assets / 4 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
CHATTEN-BROWN LAW GROUP, APC CASH BALANCE PLAN & TRUST
CashBalance
Assets$279K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHATTEN-BROWN LAW GROUP, APC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$229K
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 | CHATTEN-BROWN LAW GROUP, APC CASH BALANCE PLAN & TRUST | CashBalance | $279K | 2 | 2024 | |
| 001 | CHATTEN-BROWN LAW GROUP, APC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $229K | 2 | 2024 |
Retirement plans