Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GILSON DAUB, LLP
EIN 36-4893925legal servicesLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
209
3005 SOUTH EL CAMINO REAL - SAN CLEMENTE, CA 92672949-369-9200gilsondaub.comLinkedIn51-200 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 209 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
GILSON DAUB, INC. PROFESSIONAL EMPLOYEES 401(K) PLAN
401k
Assets$2.6M
Participants92
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GILSON DAUB, INC. OWNERS AND STAFF 401(K) PLAN
401k
Assets$777K
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | GILSON DAUB, INC. PROFESSIONAL EMPLOYEES 401(K) PLAN | 401k | $2.6M | 92 | 2025 | |
| 001 | GILSON DAUB, INC. OWNERS AND STAFF 401(K) PLAN | 401k | $777K | 117 | 2025 |
Retirement plans