Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEVERSON & WERSON
EIN 94-2774518legal servicesLatest filing 2024
Plans
2
Retirement
2
$63.6M assets
Welfare
0
Participants
181
595 MARKET STREET SUITE 2600 - SAN FRANCISCO, CA 94105415-398-3344severson.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $63.6M assets / 181 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
SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN
401k
Assets$52.8M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SEVERSON & WERSON, A PROFESSIONAL CORPORATION, ASSOCIATES 401(K) PLAN
401k
Assets$10.8M
Participants64
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 | SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN | 401k | $52.8M | 117 | 2024 | |
| 002 | SEVERSON & WERSON, A PROFESSIONAL CORPORATION, ASSOCIATES 401(K) PLAN | 401k | $10.8M | 64 | 2024 |
Retirement plans
Welfare plans