Assets by plan
Share of aggregate retirement assets
Filings through .
Nevers, Palazzo, Packard, Wildermuth & Wynner, PC
EIN 95-4392101law practiceLatest filing 2025
Plans
2
Retirement
2
$25.2M assets
Health & Benefits
0
Participants
54
31248 OAK CREST DRIVE, SUITE 200 - WESTLAKE VILLAGE, CA 91361818-879-9700areli.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $25.2M assets / 54 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC 401(K) PROFIT SHARING PLAN
401(k)
Assets$20.2M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC CASH BALANCE PENSION PLAN
Cash balance
Assets$5.0M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC 401(K) PROFIT SHARING PLAN | 401(k) | $20.2M | 38 | 2025 |
| #002 | NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC CASH BALANCE PENSION PLAN | Cash balance | $5.0M | 16 | 2025 |
- #001 · 401(k) · 202538
- #002 · Cash balance · 202516
Retirement plans