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Sponsor portfolio

GERSON LAW FIRM APC

EIN 33-0613557-law practice-Latest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
31
9255 TOWNE CENTRE DR., STE 300 - SAN DIEGO, CA 92121858-452-5400gersonlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#003TraditionalDB-$3.3M - 15 part#002401k-$2.9M - 16 part

Retirement portfolio analytics

2 plans aggregated / $6.1M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • DEFINED BENEFIT PENSION (#003)53%
  • PROFIT SHARING PLAN (#002)47%
Total $6.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)16
  • DEFINED BENEFIT PENSION (#003)15
Total 31Click 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#003

GERSON LAW FIRM APC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GERSON LAW FIRM APC 401(K) PROFIT SHARING PLAN

401k

Assets$2.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003GERSON LAW FIRM APC DEFINED BENEFIT PENSION PLANTraditionalDB$3.3M152025
002GERSON LAW FIRM APC 401(K) PROFIT SHARING PLAN401k$2.9M162025
Retirement plans
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