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Sponsor portfolio

SGV LAW, APC

EIN 20-4040384-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$942K assets
Welfare
0
Participants
14
2709 W. VALLEY BLVD. - ALHAMBRA, CA 91007310-748-8407
Plans on this EIN
2 filings
#002CashBalance-$793K - 7 part#003401k-$149K - 7 part

Retirement portfolio analytics

2 plans aggregated / $942K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • CASH BALANCE PLAN (#002)84%
  • PROFIT SHARING PLAN (#003)16%
Total $942KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)7
  • PROFIT SHARING PLAN (#003)7
Total 14Click 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

SGV LAW, APC CASH BALANCE PLAN

CashBalance

Assets$793K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SGV LAW, APC 401(K) PROFIT SHARING PLAN

401k

Assets$149K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SGV LAW, APC CASH BALANCE PLANCashBalance$793K72024
003SGV LAW, APC 401(K) PROFIT SHARING PLAN401k$149K72024
Retirement plans
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