Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
MANLY, STEWART & FINALDI APC
EIN 33-0949191legal servicesLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
73
19100 VON KARMAN AVE, SUITE 800 - IRVINE, CA 92612949-943-8410manlystewart.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 73 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
MANLY, STEWART & FINALDI, A PROFESSIONAL CORP. 401K PS PLAN
401k
Assets$4.8M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$4.3M
Participants28
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 | MANLY, STEWART & FINALDI, A PROFESSIONAL CORP. 401K PS PLAN | 401k | $4.8M | 45 | 2025 | |
| 003 | MANLY, STEWART & FINALDI, A PROFESSIONAL CORPORATION CASH BALANCE PLAN | CashBalance | $4.3M | 28 | 2024 |
Retirement plans