Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
LAW OFFICES OF W.M.A. KOSMALA. APC
EIN 33-0737114Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
8
2512 CALLE JADE - SAN CLEMENTE, CA 926733905714-540-3600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 8 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#001
LAW OFFICES OF W.M.A. KOSMALA, APC 401(K) PLAN AND TRUST
401k
Assets$4.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAW OFFICES OF W.M.A. KOSMALA, APC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAW OFFICES OF W.M.A. KOSMALA, APC 401(K) PLAN AND TRUST | 401k | $4.5M | 6 | 2025 | |
| 002 | LAW OFFICES OF W.M.A. KOSMALA, APC CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 2 | 2024 |
Retirement plans