Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELLIS HELM APC
EIN 45-4511557law practiceLatest filing 2024
Plans
2
Retirement
2
$713K assets
Welfare
0
Participants
12
13520 EVENING CREEK DR N, SUITE 380 - SAN DIEGO, CA 92128619-291-1235injuryattorneysofcalifornia.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $713K assets / 12 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
ELLIS HELM APC CASH BALANCE PLAN
CashBalance
Assets$360K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELLIS HELM, APC 401(K) PROFIT SHARING PLAN
401k
Assets$353K
Participants8
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 | ELLIS HELM APC CASH BALANCE PLAN | CashBalance | $360K | 4 | 2024 | |
| 001 | ELLIS HELM, APC 401(K) PROFIT SHARING PLAN | 401k | $353K | 8 | 2024 |
Retirement plans