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Sponsor portfolio

KEYSTONE LAW GROUP P.C.

EIN 26-4777898-law practice-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
85
11300 W OLYMPIC BLVD., SUITE 910 - LOS ANGELES, CA 90064310-444-9060keystone-law.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#003401k-$4.4M - 65 part#002CashBalance-$582K - 20 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 85 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN & TRUST (#003)88%
  • CASH BALANCE PENSION (#002)12%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#003)65
  • CASH BALANCE PENSION (#002)20
Total 85Click 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#003

KEYSTONE LAW GROUP P.C. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.4M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

KEYSTONE LAW GROUP P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$582K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003KEYSTONE LAW GROUP P.C. 401(K) PROFIT SHARING PLAN & TRUST401k$4.4M652024
002KEYSTONE LAW GROUP P.C. CASH BALANCE PENSION PLANCashBalance$582K202024
Retirement plans
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