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Sponsor portfolio

ERIC SIEGEL LAW, PLLC

EIN 99-0441418-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$497K assets
Welfare
0
Participants
12
3697 CHEVY CHASE LAKE DR - WASHINGTON, DC 20006771-220-6118
Plans on this EIN
2 filings
#002CashBalance-$335K - 4 part#001401k-$162K - 8 part

Retirement portfolio analytics

2 plans aggregated / $497K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PENSION (#002)67%
  • PLAN & TRUST (#001)33%
Total $497KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)8
  • CASH BALANCE PENSION (#002)4
Total 12Click 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

ERIC SIEGEL LAW, PLLC CASH BALANCE PENSION PLAN

CashBalance

Assets$335K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ERIC SIEGEL LAW 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$162K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ERIC SIEGEL LAW, PLLC CASH BALANCE PENSION PLANCashBalance$335K42025
001ERIC SIEGEL LAW 401(K) PROFIT SHARING PLAN & TRUST401k$162K82025
Retirement plans
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