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  2. LAW OFFICES OF MICHAEL M FELIX
Sponsor portfolio

LAW OFFICES OF MICHAEL M FELIX

EIN 35-2258673-law practice-Latest filing 2025
Plans
3
Retirement
3
$463K assets
Welfare
0
Participants
31
295 N. RAM PART ST., SUITE # A - ORANGE, CA 92868562-762-6065entertainmentvisa.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
3 filings
#002CashBalance-$240K - 6 part#001401k-$189K - 14 part#003ProfitSharing-$34K - 11 part

Retirement portfolio analytics

3 plans aggregated / $463K assets / 31 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • MICHAEL M FELIX (#001)41%
  • PROFIT SHARING PLAN (#003)7%
Total $463KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MICHAEL M FELIX (#001)14
  • PROFIT SHARING PLAN (#003)11
  • CASH BALANCE PLAN (#002)6
Total 31Click 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#002

LAW OFFICES OF MICHAEL M. FELIX CASH BALANCE PLAN

CashBalance

Assets$240K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

LAW OFFICES OF MICHAEL M FELIX

401k

Assets$189K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LAW OFFICES OF MICHAEL M. FELIX PROFIT SHARING PLAN

ProfitSharing

Assets$34K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002LAW OFFICES OF MICHAEL M. FELIX CASH BALANCE PLANCashBalance$240K62024
001LAW OFFICES OF MICHAEL M FELIX401k$189K142025
003LAW OFFICES OF MICHAEL M. FELIX PROFIT SHARING PLANProfitSharing$34K112024
Retirement plans
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