Assets by plan
Share of aggregate retirement assets
Filings through .
Severson & Werson
EIN 94-2774518legal servicesLatest filing 2024
Plans
2
Retirement
2
$63.6M assets
Health & Benefits
0
Participants
181
595 MARKET STREET SUITE 2600 - SAN FRANCISCO, CA 941052839415-398-3344severson.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $63.6M assets / 181 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN
401(k)
Assets$52.8M
Participants117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SEVERSON & WERSON, A PROFESSIONAL CORPORATION, ASSOCIATES 401(K) PLAN
401(k)
Assets$10.8M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN | 401(k) | $52.8M | 117 | 2024 |
| #002 | SEVERSON & WERSON, A PROFESSIONAL CORPORATION, ASSOCIATES 401(K) PLAN | 401(k) | $10.8M | 64 | 2024 |
- #001 · 401(k) · 2024117
- #002 · 401(k) · 202464
Retirement plans
Health & Benefits plans