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Sponsor portfolio

NEELEY LAW FIRM, PLC

EIN 90-0588196-legal services-Latest filing 2024
Plans
3
Retirement
3
$1.3M assets
Welfare
0
Participants
62
1120 S DOBSON ROAD SUITE 230 - CHANDLER, AZ 85248480-802-4647neeleylaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
3 filings
#001401k-$750K - 21 part#002CashBalance-$364K - 21 part#003ProfitSharing-$170K - 20 part

Retirement portfolio analytics

3 plans aggregated / $1.3M assets / 62 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN AND TRUST (#001)58%
  • CASH BALANCE PLAN (#002)28%
  • PROFIT SHARING PLAN (#003)13%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)21
  • CASH BALANCE PLAN (#002)21
  • PROFIT SHARING PLAN (#003)20
Total 62Click 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

NEELEY LAW FIRM PLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$750K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NEELEY LAW FIRM, PLC CASH BALANCE PLAN

CashBalance

Assets$364K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NEELEY LAW FIRM, PLC PROFIT SHARING PLAN

ProfitSharing

Assets$170K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001NEELEY LAW FIRM PLC 401(K) PROFIT SHARING PLAN AND TRUST401k$750K212024
002NEELEY LAW FIRM, PLC CASH BALANCE PLANCashBalance$364K212024
003NEELEY LAW FIRM, PLC PROFIT SHARING PLANProfitSharing$170K202024
Retirement plans
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