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Sponsor portfolio

KAENI LAW GROUP, A PROFESSIONAL CORPORATION

EIN 37-1741088-legal services-Latest filing 2024
Plans
3
Retirement
3
$1.3M assets
Welfare
0
Participants
64
1516 N BROADWAY - SANTA ANA, CA 927063913714-245-9400LinkedIn1-10 employeeslegal services
Plans on this EIN
3 filings
#002401k-$927K - 30 part#003TraditionalDB-$236K - 17 part#004ProfitSharing-$90K - 17 part

Retirement portfolio analytics

3 plans aggregated / $1.3M assets / 64 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFESSIONAL CORPORATION 401(K... (#002)74%
  • DEFINED BENEFIT PLAN (#003)19%
  • PROFIT SHARING PLAN (#004)7%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFESSIONAL CORPORATION 401(K... (#002)30
  • DEFINED BENEFIT PLAN (#003)17
  • PROFIT SHARING PLAN (#004)17
Total 64Click 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

KAENI LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PLAN

401k

Assets$927K
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KAENI LAW GROP A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN

TraditionalDB

Assets$236K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KAENI LAW GROP A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

ProfitSharing

Assets$90K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002KAENI LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PLAN401k$927K302024
003KAENI LAW GROP A PROFESSIONAL CORPORATION DEFINED BENEFIT PLANTraditionalDB$236K172024
004KAENI LAW GROP A PROFESSIONAL CORPORATION PROFIT SHARING PLANProfitSharing$90K172024
Retirement plans
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