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  1. Companies/
  2. American Academy of Estate Planning Attorneys, Inc.

Filings through Oct 24, 2026.

American Academy of Estate Planning Attorneys, Inc.

EIN 33-0550033-legal services-Latest filing 2025
Plans
1
Retirement
1
$198K assets
Health & Benefits
0
Participants
22
9444 BALBOA AVENUE, SUITE 300 - SAN DIEGO, CA 92123858-300-4714aaepa.comLinkedIn11-50 employeeslegal services
Plans on this EIN
1 filing
#001401(k)-$198K - 22 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. RETIREMENT TRUST

401(k)

Assets$198K
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. RETIREMENT TRUST401(k)$198K222025
  • AMERICAN ACADEMY OF ESTATE PLANNING ATTORNEYS, INC. RETIREMENT TRUST$198K
    #001 · 401(k) · 202522
Retirement plans
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