Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HALPERN LAW FIRM, INC.
EIN 26-0866918Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$703K assets
Welfare
0
Participants
18
28632 ROADSIDE DRIVE SUITE 220 - AGOURA HILLS, CA 91301818-785-5999
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $703K assets / 18 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
HALPERN LAW FIRM, INC. CASH BALANCE PLAN
CashBalance
Assets$632K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HALPERN LAW FIRM, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$71K
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 | |
|---|---|---|---|---|---|---|
| 001 | HALPERN LAW FIRM, INC. CASH BALANCE PLAN | CashBalance | $632K | 9 | 2025 | |
| 002 | HALPERN LAW FIRM, INC. 401(K) PROFIT SHARING PLAN | 401k | $71K | 9 | 2025 |
Retirement plans