Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Mendelsohn Oseran & Spencer, PLC
EIN 20-1814212legal servicesLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
4
2525 E. BROADWAY BLVD. SUITE 201 - TUCSON, AZ 85716520-325-7500moelawyers.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 4 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
MENDELSOHN OSERAN & SPENCER, PLC 401(K) PLAN
401(k)
Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MENDELSOHN OSERAN & SPENCER, PLC DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$223K
Participants2
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 | MENDELSOHN OSERAN & SPENCER, PLC 401(K) PLAN | 401(k) | $1.8M | 2 | 2025 | |
| 002 | MENDELSOHN OSERAN & SPENCER, PLC DEFINED BENEFIT PENSION PLAN | Traditional DB | $223K | 2 | 2025 |
Retirement plans