Assets by plan
Share of aggregate retirement assets
65%top
Filings through .
Sponsor portfolio
McLeod Law Group, Apc
EIN 38-3677354law practiceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
9
1155 CAMINO DEL MAR, SUITE 510 - DEL MAR, CA 92014619-236-9938mcleodlawgroup.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 9 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
MCLEOD LAW GROUP, APC CASH BALANCE PLAN
Cash balance
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MCLEOD LAW GROUP, APC 401(K) PLAN
401(k)
Assets$882K
Participants5
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 | MCLEOD LAW GROUP, APC CASH BALANCE PLAN | Cash balance | $1.6M | 4 | 2025 | |
| 001 | MCLEOD LAW GROUP, APC 401(K) PLAN | 401(k) | $882K | 5 | 2025 |
Retirement plans