Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORMAN TAYLOR & ASSOCIATES, A PROFESSIONAL LAW CORPORATION
EIN 95-4774214Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$507K assets
Welfare
0
Participants
14
425 W. BROADWAY, SUITE 220 - GLENDALE, CA 91204818-244-3905
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $507K assets / 14 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#002
NORMAN TAYLOR & ASSOCIATES, A PROFESSIONAL LAW CORPORATION CASH BALANCE PLAN
CashBalance
Assets$339K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NORMAN TAYLOR & ASSOCIATES, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$168K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NORMAN TAYLOR & ASSOCIATES, A PROFESSIONAL LAW CORPORATION CASH BALANCE PLAN | CashBalance | $339K | 5 | 2024 | |
| 001 | NORMAN TAYLOR & ASSOCIATES, A PROFESSIONAL LAW CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $168K | 9 | 2024 |
Retirement plans