Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SHULMAN BASTIAN FRIEDMAN & BUI LLP
EIN 33-0567045law practiceLatest filing 2025
Plans
3
Retirement
3
$21.8M assets
Welfare
0
Participants
65
100 SPECTRUM CENTER DRIVE, SUITE 600 - IRVINE, CA 92618949-340-3400LinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $21.8M assets / 65 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#004
SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST FOR ALL OTHER EMPLOYEES
401k
Assets$9.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$8.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHULMAN BASTIAN DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.3M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST FOR ALL OTHER EMPLOYEES | 401k | $9.4M | 28 | 2025 | |
| 003 | SHULMAN BASTIAN 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $8.2M | 18 | 2025 | |
| 002 | SHULMAN BASTIAN DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.3M | 19 | 2025 |
Retirement plans