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  2. LAW OFFICES OF CHERI E. MICHAELIS
Sponsor portfolio

LAW OFFICES OF CHERI E. MICHAELIS

EIN 26-2776212-legal services-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
14
2570 N. 1ST ST., SUITE 200 - SAN JOSE, CA 95131408-228-4754cherimichaelislaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filings
#002TraditionalDB-$3.2M - 8 part#003401k-$1.1M - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • E. MICHAELIS PENSION (#002)75%
  • PROFIT SHARING PLAN (#003)25%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • E. MICHAELIS PENSION (#002)8
  • PROFIT SHARING PLAN (#003)6
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

LAW OFFICES OF CHERI E. MICHAELIS PENSION PLAN

TraditionalDB

Assets$3.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

LAW OFFICES OF CHERI E. MICHAELIS 401(K) PROFIT SHARING PLAN

401k

Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LAW OFFICES OF CHERI E. MICHAELIS PENSION PLANTraditionalDB$3.2M82025
003LAW OFFICES OF CHERI E. MICHAELIS 401(K) PROFIT SHARING PLAN401k$1.1M62025
Retirement plans
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