Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAULSON COLETTI TRIAL ATTORNEYS PC
EIN 93-0583455law practiceLatest filing 2025
Plans
2
Retirement
2
$16.3M assets
Welfare
0
Participants
12
385 1ST STREET, STE 217 - LAKE OSWEGO, OR 97034503-226-6361paulsoncoletti.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.3M assets / 12 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#001
PAULSON COLETTI TRIAL ATTORNEYS PC 401(K) PROFIT SHARING PLAN
401k
Assets$9.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PAULSON COLETTI DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$6.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PAULSON COLETTI TRIAL ATTORNEYS PC 401(K) PROFIT SHARING PLAN | 401k | $9.5M | 6 | 2025 | |
| 002 | PAULSON COLETTI DEFINED BENEFIT PENSION PLAN | CashBalance | $6.8M | 6 | 2024 |
Retirement plans