Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRESIDIO LEGAL LLP
EIN 33-2521753legal servicesLatest filing 2025
Plans
2
Retirement
2
$622K assets
Welfare
0
Participants
33
440 N. BARRANCA AVE, SUITE 9501 - COVINA, CA 91723310-963-8551presidio.legalLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $622K assets / 33 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
PRESIDIO LEGAL LLP CASH BALANCE PLAN
CashBalance
Assets$448K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PRESIDIO LEGAL LLP PROFIT SHARING PLAN
ProfitSharing
Assets$174K
Participants19
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 | PRESIDIO LEGAL LLP CASH BALANCE PLAN | CashBalance | $448K | 14 | 2025 | |
| 003 | PRESIDIO LEGAL LLP PROFIT SHARING PLAN | ProfitSharing | $174K | 19 | 2025 |
Retirement plans