Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
O'CONNOR LAW GROUP, P.C.
EIN 45-0570794Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
18
384 FOREST AVENUE, SUITE 17 - LAGUNA BEACH, CA 92651949-494-9090
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 18 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#001
O'CONNOR LAW GROUP, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$3.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
O'CONNOR LAW GROUP, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | O'CONNOR LAW GROUP, P.C. CASH BALANCE PENSION PLAN | CashBalance | $3.1M | 6 | 2024 | |
| 002 | O'CONNOR LAW GROUP, P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 12 | 2025 |
Retirement plans