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Sponsor portfolio

VAUGHT & BOUTRIS, LLP

EIN 94-3316368-legal services-Latest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
12
7677 OAKPORT STREET, SUITE 1140 - OAKLAND, CA 946211935510-430-1518vaughtboutris.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#002401k-$2.7M - 8 part#003TraditionalDB-$1.4M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PROFIT SHARING PLAN (#002)66%
  • DEFINED BENEFIT PENSION (#003)34%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)8
  • DEFINED BENEFIT PENSION (#003)4
Total 12Click 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#002

VAUGHT & BOUTRIS, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$2.7M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

VAUGHT & BOUTRIS, LLP DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VAUGHT & BOUTRIS, LLP 401(K) PROFIT SHARING PLAN401k$2.7M82024
003VAUGHT & BOUTRIS, LLP DEFINED BENEFIT PENSION PLANTraditionalDB$1.4M42024
Retirement plans
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