Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LEWIS, KOHN & WALKER, LLP
EIN 27-0589070legal servicesLatest filing 2025
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
11
17085 VIA DEL CAMPO - SAN DIEGO, CA 92127858-436-1330lewiskohn.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 11 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
LEWIS, KOHN & WALKER, LLP 401K PROFIT SHARING PLAN
401k
Assets$2.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LEWIS, KOHN & WALKER, LLP DEFINED BENEFIT PLAN
CashBalance
Assets$1.2M
Participants4
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 | LEWIS, KOHN & WALKER, LLP 401K PROFIT SHARING PLAN | 401k | $2.0M | 7 | 2025 | |
| 002 | LEWIS, KOHN & WALKER, LLP DEFINED BENEFIT PLAN | CashBalance | $1.2M | 4 | 2025 |
Retirement plans