Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BURCH SHEPARD FAMILY LAW GROUP, APC
EIN 27-3067731law practiceLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
52
20281 SW BIRCH STREET, FIRST FLOOR - NEWPORT BEACH, CA 92660949-502-4400ocdivorce.netLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 52 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
BURCH SHEPARD FAMILY LAW GROUP PROFIT SHARING 401(K) PLAN
401k
Assets$3.8M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BURCH SHEPARD FAMILY LAW GROUP CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants24
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 | BURCH SHEPARD FAMILY LAW GROUP PROFIT SHARING 401(K) PLAN | 401k | $3.8M | 28 | 2025 | |
| 002 | BURCH SHEPARD FAMILY LAW GROUP CASH BALANCE PLAN | CashBalance | $3.1M | 24 | 2025 |
Retirement plans