Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Law Offices of Erik Peterson, Apc
EIN 33-4680785Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
4
230 CALIFORNIA STREET, SUITE 501 - SAN FRANCISCO, CA 94111415-816-8301
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 4 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#001
LAW OFFICES OF ERIK PETERSON, APC 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LAW OFFICES OF ERIK PETERSON, APC CASH BALANCE PLAN
Cash balance
Assets$223K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LAW OFFICES OF ERIK PETERSON, APC 401(K) PROFIT SHARING PLAN | 401(k) | $1.5M | 2 | 2025 | |
| 002 | LAW OFFICES OF ERIK PETERSON, APC CASH BALANCE PLAN | Cash balance | $223K | 2 | 2025 |
Retirement plans