Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALDEZ LAW FIRM
EIN 27-3312467legal servicesLatest filing 2025
Plans
3
Retirement
3
$1.2M assets
Welfare
0
Participants
37
10305 HAWTHORNE BLVD - INGLEWOOD, CA 903041509310-330-0511valdez-law.comLinkedIn1-10 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.2M assets / 37 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
VALDEZ LAW FIRM 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$587K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VALDEZ LAW FIRM CASH BALANCE PLAN
CashBalance
Assets$439K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VALDEZ LAW FIRM, APC PROFIT SHARING PLAN
ProfitSharing
Assets$153K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VALDEZ LAW FIRM 401(K) PROFIT SHARING PLAN & TRUST | 401k | $587K | 13 | 2025 | |
| 002 | VALDEZ LAW FIRM CASH BALANCE PLAN | CashBalance | $439K | 8 | 2024 | |
| 003 | VALDEZ LAW FIRM, APC PROFIT SHARING PLAN | ProfitSharing | $153K | 16 | 2024 |
Retirement plans