Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC
EIN 95-4392101law practiceLatest filing 2025
Plans
2
Retirement
2
$22.2M assets
Welfare
0
Participants
56
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 / $22.2M assets / 56 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
NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC 401(K) PROFIT SHARING PLAN
401k
Assets$17.2M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC CASH BALANCE PENSION PLAN
CashBalance
Assets$5.0M
Participants16
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 | NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC 401(K) PROFIT SHARING PLAN | 401k | $17.2M | 40 | 2024 | |
| 002 | NEVERS, PALAZZO, PACKARD, WILDERMUTH & WYNNER, PC CASH BALANCE PENSION PLAN | CashBalance | $5.0M | 16 | 2025 |
Retirement plans