Assets by plan
Share of aggregate retirement assets
Filings through .
Meyer, Olson, Lowy & Meyers, LLP
EIN 20-2063632law practiceLatest filing 2025
Plans
5
Retirement
3
$22.1M assets
Health & Benefits
2
Participants
211
10100 SANTA MONICA BLVD., STE. 1425 - LOS ANGELES, CA 900674149310-855-5353molfamlaw.comLinkedIn11-50 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $22.1M assets / 121 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
MEYER, OLSON, LOWY & MEYERS, LLP 401(K) PLAN
401(k)
Assets$12.3M
Participants60
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MEYER, OLSON, LOWY & MEYERS, LLP CASH BALANCE PLAN
Cash balance
Assets$7.9M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
MEYER, OLSON, LOWY & MEYERS, LLP PROFIT SHARING PLAN
Profit-sharing
Assets$1.9M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#001
MEYER, OLSON, LOWY & MEYERS, LLP 401(K) PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#003
MEYER, OLSON, LOWY & MEYERS, LLP PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MEYER, OLSON, LOWY & MEYERS, LLP 401(K) PLAN | 401(k) | $12.3M | 60 | 2025 |
| #002 | MEYER, OLSON, LOWY & MEYERS, LLP CASH BALANCE PLAN | Cash balance | $7.9M | 31 | 2025 |
| #003 | MEYER, OLSON, LOWY & MEYERS, LLP PROFIT SHARING PLAN | Profit-sharing | $1.9M | 30 | 2025 |
- #001 · 401(k) · 202560
- #002 · Cash balance · 202531
- #003 · Profit-sharing · 202530
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | MEYER, OLSON, LOWY & MEYERS, LLP 401(K) PLAN | Self-funded | - | $0 | 0 | 2025 |
| #003 | MEYER, OLSON, LOWY & MEYERS, LLP PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #001 · Self-funded · 20250
- #003 · Self-funded · 20250
Retirement plans
Health & Benefits plans