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Sponsor portfolio

SELVIN WRAITH LLP

EIN 94-3413362-law practice-Latest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
14
6250 CLAREMONT AVENUE, SUITE 200 - OAKLAND, CA 94618510-874-1811selvinwraith.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$6.0M - 5 part#001401k-$3.9M - 9 part

Retirement portfolio analytics

2 plans aggregated / $9.9M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#002)61%
  • SW 401(K) (#001)39%
Total $9.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SW 401(K) (#001)9
  • CASH BALANCE PLAN (#002)5
Total 14Click 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

SW CASH BALANCE PLAN

CashBalance

Assets$6.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SW 401(K) PLAN

401k

Assets$3.9M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SW CASH BALANCE PLANCashBalance$6.0M52025
001SW 401(K) PLAN401k$3.9M92025
Retirement plans
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