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  2. SALLY MORIN LAW FIRM
Sponsor portfolio

SALLY MORIN LAW FIRM

EIN 27-4307762-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
14
1388 HAIGHT STREET #1055 - SAN FRANCISCO, CA 94117415-413-0033
Plans on this EIN
2 filings
#001CashBalance-$3.2M - 7 part#002401k-$1.4M - 7 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • PLAN & TRUST (#001)69%
  • LAW FIRM 401(K) (#002)31%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)7
  • LAW FIRM 401(K) (#002)7
Total 14Click 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#001

SALLY MORIN LAW FIRM CASH BALANCE PENSION PLAN & TRUST

CashBalance

Assets$3.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SALLY MORIN LAW FIRM 401(K) PLAN

401k

Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SALLY MORIN LAW FIRM CASH BALANCE PENSION PLAN & TRUSTCashBalance$3.2M72025
002SALLY MORIN LAW FIRM 401(K) PLAN401k$1.4M72025
Retirement plans
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