Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
DUMMIT, BUCHHOLZ AND TRAPP, PC
EIN 95-4111417law practiceLatest filing 2024
Plans
2
Retirement
2
$10.6M assets
Welfare
0
Participants
132
101 W BROADWAY, SUITE 1400 - SAN DIEGO, CA 921018286619-231-7738dbt.lawLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.6M assets / 132 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
DUMMIT, BUCHHOLZ & TRAPP 401(K) PLAN
401k
Assets$6.7M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DUMMIT, BUCHHOLZ & TRAPP PROFIT SHARING PLAN
ProfitSharing
Assets$3.9M
Participants43
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 | DUMMIT, BUCHHOLZ & TRAPP 401(K) PLAN | 401k | $6.7M | 89 | 2024 | |
| 002 | DUMMIT, BUCHHOLZ & TRAPP PROFIT SHARING PLAN | ProfitSharing | $3.9M | 43 | 2024 |
Retirement plans