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Sponsor portfolio

COUNSEL LLP

EIN 26-4013243-legal services-Latest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
21
230 CALIFORNIA ST. STE 201 - SAN FRANCISCO, CA 94111415-227-0555companycounsel.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 6 part#001401k-$1.3M - 15 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • COUNSEL 401(K) (#001)42%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COUNSEL 401(K) (#001)15
  • CASH BALANCE PLAN (#002)6
Total 21Click 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

COUNSEL LLP CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COUNSEL 401(K) PLAN

401k

Assets$1.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COUNSEL LLP CASH BALANCE PLANCashBalance$1.8M62024
001COUNSEL 401(K) PLAN401k$1.3M152024
Retirement plans
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