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Sponsor portfolio

YOCCA LAW FIRM, LLP

EIN 33-0905276-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
8
18881 VON KARMAN AVE, SUITE 1620 - IRVINE, CA 92612949-253-0800yocca.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$2.6M - 8 part#002CashBalance-$1K - 0 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • CASH BALANCE PLAN (#002)0%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
Total 8Click 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

YOCCA LAW FIRM, LLP 401(K) PROFIT SHARING PLAN

401k

Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

YOCCA LAW FIRM, LLP CASH BALANCE PLAN

CashBalance

Assets$1K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001YOCCA LAW FIRM, LLP 401(K) PROFIT SHARING PLAN401k$2.6M82024
002YOCCA LAW FIRM, LLP CASH BALANCE PLANCashBalance$1K02025
Retirement plans
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