PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FAGEN FRIEDMAN & FULFROST, LLP
Sponsor portfolio

FAGEN FRIEDMAN & FULFROST, LLP

EIN 42-1706595-legal services-Latest filing 2025
Plans
3
Retirement
2
$36.1M assets
Welfare
1
$3.6M premiums
Participants
381
6300 WILSHIRE BLVD. SUITE 1700 - LOS ANGELES, CA 900485219323-330-6300f3law.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#001401k-$20.2M - 133 part#003401k-$15.9M - 97 part#501Fully Insured-$3.6M - 324 lives

Retirement portfolio analytics

2 plans aggregated / $36.1M assets / 230 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • COUNSEL & ASSOCIATES (#001)56%
  • PARTNERS AND STAFF (#003)44%
Total $36.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COUNSEL & ASSOCIATES (#001)133
  • PARTNERS AND STAFF (#003)97
Total 230Click row to drill in

Benefits portfolio analytics

1 plan / $3.6M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$2.2M
  • Dental$388K
  • Vision$388K
  • Life$388K
  • Short-term disability$388K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • CALIFORNIA PHYSICIANS SERVICE62%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $251K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FAGEN FRIEDMAN & FULFROST, LLP 401K PLAN FOR NON-EQUITY PARTNERS, SPECIAL COUNSEL & ASSOCIATES

401k

Assets$20.2M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FAGEN FRIEDMAN & FULFROST 401(K) PLAN FOR EQUITY PARTNERS AND STAFF

401k

Assets$15.9M
Participants97
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FAGEN FRIEDMAN & FULFROST LLP WELFARE BENEFIT PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$3.6M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FAGEN FRIEDMAN & FULFROST, LLP 401K PLAN FOR NON-EQUITY PARTNERS, SPECIAL COUNSEL & ASSOCIATES401k$20.2M1332025
003FAGEN FRIEDMAN & FULFROST 401(K) PLAN FOR EQUITY PARTNERS AND STAFF401k$15.9M972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FAGEN FRIEDMAN & FULFROST LLP WELFARE BENEFIT PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$3.6M3242024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica