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  2. LAW OFFICES OF STACEY TOKUNAGA
Sponsor portfolio

LAW OFFICES OF STACEY TOKUNAGA

EIN 33-0946987-law practice-Latest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
80
301 N. RAMPART, UNIT F - ORANGE, CA 92868714-634-7000sltlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$6.7M - 51 part#002CashBalance-$439K - 29 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PROFIT SHARING PLAN (#001)94%
  • CASH BALANCE PLAN (#002)6%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)51
  • CASH BALANCE PLAN (#002)29
Total 80Click 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

LAW OFFICES OF STACEY TOKUNAGA 401(K) PROFIT SHARING PLAN

401k

Assets$6.7M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAW OFFICES OF STACEY TOKUNAGA CASH BALANCE PLAN

CashBalance

Assets$439K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAW OFFICES OF STACEY TOKUNAGA 401(K) PROFIT SHARING PLAN401k$6.7M512025
002LAW OFFICES OF STACEY TOKUNAGA CASH BALANCE PLANCashBalance$439K292024
Retirement plans
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