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Sponsor portfolio

STUBBS, ALDERTON & MARKILES, LLP

EIN 02-0631013-law practice-Latest filing 2024
Plans
2
Retirement
2
$17.8M assets
Welfare
0
Participants
92
15260 VENTURA BLVD., 20TH FLOOR - SHERMAN OAKS, CA 91403818-444-4511stubbsalderton.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$14.5M - 47 part#003401k-$3.3M - 45 part

Retirement portfolio analytics

2 plans aggregated / $17.8M assets / 92 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • 401(K) PLAN 001 (#001)81%
  • 401(K) PLAN 003 (#003)19%
Total $17.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) PLAN 001 (#001)47
  • 401(K) PLAN 003 (#003)45
Total 92Click 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#001

STUBBS ALDERTON & MARKILES, LLP 401(K) PLAN 001

401k

Assets$14.5M
Participants47
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

STUBBS ALDERTON & MARKILES, LLP 401(K) PLAN 003

401k

Assets$3.3M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STUBBS ALDERTON & MARKILES, LLP 401(K) PLAN 001401k$14.5M472024
003STUBBS ALDERTON & MARKILES, LLP 401(K) PLAN 003401k$3.3M452024
Retirement plans
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