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Sponsor portfolio

THE EHRLICH LAW FIRM

EIN 20-3945379-law practice-Latest filing 2024
Plans
2
Retirement
2
$4K assets
Welfare
0
Participants
4
237 W. 4TH STREET, 2ND FLOOR - CLAREMONT, CA 91711818-905-3970LinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$3K - 1 part#001401k-$1K - 3 part

Retirement portfolio analytics

2 plans aggregated / $4K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • LAW FIRM 401(K) (#001)28%
Total $4KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW FIRM 401(K) (#001)3
  • CASH BALANCE PLAN (#002)1
Total 4Click 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

EHRLICH LAW FIRM CASH BALANCE PLAN

CashBalance

Assets$3K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EHRLICH LAW FIRM 401(K) PLAN

401k

Assets$1K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EHRLICH LAW FIRM CASH BALANCE PLANCashBalance$3K12024
001EHRLICH LAW FIRM 401(K) PLAN401k$1K32024
Retirement plans
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