Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JULANDER, BROWN & BOLLARD, LLP
EIN 33-0786450law practiceLatest filing 2025
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
18
9110 IRVINE CENTER DRIVE - IRVINE, CA 92618949-477-2100jbblaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 18 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#002
JBB 401(K) SAFE HARBOR PROFIT SHARING PLAN
401k
Assets$4.8M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JULANDER, BROWN & BOLLARD, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$312K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JBB 401(K) SAFE HARBOR PROFIT SHARING PLAN | 401k | $4.8M | 13 | 2025 | |
| 003 | JULANDER, BROWN & BOLLARD, LLP CASH BALANCE PENSION PLAN | CashBalance | $312K | 5 | 2024 |
Retirement plans