Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALLEN SEMELSBERGER & KAELIN, LLP
EIN 33-0242441legal servicesLatest filing 2025
Plans
3
Retirement
3
$7.4M assets
Welfare
0
Participants
72
501 W BROADWAY STE 1780 - SAN DIEGO, CA 92101619-544-0123asklawgroup.comLinkedIn11-50 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $7.4M assets / 72 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#003
ALLEN SEMELSBERGER & KAELIN, LLP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.3M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALLEN SEMELSBERGER & KAELIN LLP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALLEN SEMELSBERGER & KAELIN, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$795K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | ALLEN SEMELSBERGER & KAELIN, LLP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.3M | 21 | 2025 | |
| 001 | ALLEN SEMELSBERGER & KAELIN LLP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.3M | 30 | 2025 | |
| 002 | ALLEN SEMELSBERGER & KAELIN, LLP PROFIT SHARING PLAN | ProfitSharing | $795K | 21 | 2025 |
Retirement plans