Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICES OF JULIA E. BURT APC
EIN 20-4259472Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
23
74-175 EL PASEO - PALM DESERT, CA 92260760-340-0034
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 23 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
BURT APC, JULIA E., LAW OFFICES 401(K) PLAN
401k
Assets$1.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LAW OFFICES OF JULIA E. BURT, APC CASH BALANCE PLAN
CashBalance
Assets$530K
Participants9
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 | BURT APC, JULIA E., LAW OFFICES 401(K) PLAN | 401k | $1.7M | 14 | 2025 | |
| 003 | LAW OFFICES OF JULIA E. BURT, APC CASH BALANCE PLAN | CashBalance | $530K | 9 | 2024 |
Retirement plans