Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
CHOULOS CHOULOS & WYLE
EIN 94-3010131legal servicesLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
15
425 CALIFORNIA STREET, SUITE 900 - SAN FRANCISCO, CA 94104415-474-7800ccwlawyers.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 15 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
CC & W CASH BALANCE PLAN & TRUST
CashBalance
Assets$5.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CC & W 401(K) PLAN & TRUST
401k
Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CC & W CASH BALANCE PLAN & TRUST | CashBalance | $5.5M | 8 | 2025 | |
| 001 | CC & W 401(K) PLAN & TRUST | 401k | $1.1M | 7 | 2025 |
Retirement plans