Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$587K
Filings through .
Valdez Law Firm
EIN 27-3312467legal servicesLatest filing 2025
Plans
3
Retirement
3
$1.3M assets
Health & Benefits
0
Participants
40
10305 HAWTHORNE BLVD - INGLEWOOD, CA 903041509310-330-0511valdez-law.comLinkedIn1-10 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.3M assets / 40 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VALDEZ LAW FIRM 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$587K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VALDEZ LAW FIRM CASH BALANCE PLAN
Cash balance
Assets$488K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
VALDEZ LAW FIRM, APC PROFIT SHARING PLAN
Profit-sharing
Assets$211K
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VALDEZ LAW FIRM 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $587K | 13 | 2025 |
| #002 | VALDEZ LAW FIRM CASH BALANCE PLAN | Cash balance | $488K | 9 | 2025 |
| #003 | VALDEZ LAW FIRM, APC PROFIT SHARING PLAN | Profit-sharing | $211K | 18 | 2025 |
- #001 · 401(k) · 202513
- #002 · Cash balance · 20259
- #003 · Profit-sharing · 202518
Retirement plans