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Sponsor portfolio

CLARK & LE, LLP

EIN 33-0577146-law practice-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
43
225 WEST HOSPITALITY LANE, SUITE #314 - SAN BERNARDINO, CA 92408909-890-5770LinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$755K - 23 part#002CashBalance-$404K - 20 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 43 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • LE, LLP 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LE, LLP 401(K) (#001)23
  • CASH BALANCE PLAN (#002)20
Total 43Click 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

CLARK & LE, LLP 401(K) PLAN

401k

Assets$755K
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLARK & LE, LLP CASH BALANCE PLAN

CashBalance

Assets$404K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLARK & LE, LLP 401(K) PLAN401k$755K232024
002CLARK & LE, LLP CASH BALANCE PLANCashBalance$404K202024
Retirement plans
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