Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TELLERIA, TELLERIA & LEVY, LLP
EIN 03-0555969law practiceLatest filing 2024
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
96
828 WEST LAS TUNAS DRIVE - SAN GABRIEL, CA 91776626-585-0017tellerialevyayers.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 96 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
TELLERIA, TELLERIA & LEVY, LLP CASH BALANCE PLAN
CashBalance
Assets$5.3M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TELLERIA, TELLERIA & LEVY, LLP 401K PROFIT SHARING PLAN
401k
Assets$2.4M
Participants60
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 | TELLERIA, TELLERIA & LEVY, LLP CASH BALANCE PLAN | CashBalance | $5.3M | 36 | 2024 | |
| 001 | TELLERIA, TELLERIA & LEVY, LLP 401K PROFIT SHARING PLAN | 401k | $2.4M | 60 | 2024 |
Retirement plans