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Sponsor portfolio

FEDERMAN LAW FIRM

EIN 45-4676139-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
4
1241 JOHNSON AVENUE, SUITE 331 - SAN LUIS OBISPO, CA 93401805-542-9002
Plans on this EIN
2 filings
#001401k-$2.8M - 2 part#002CashBalance-$2.0M - 2 part

Retirement portfolio analytics

2 plans aggregated / $4.8M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • LAW FIRM 401(K) (#001)58%
  • CASH BALANCE PENSION (#002)42%
Total $4.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW FIRM 401(K) (#001)2
  • CASH BALANCE PENSION (#002)2
Total 4Click 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#001

FEDERMAN LAW FIRM 401(K) PLAN

401k

Assets$2.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FEDERMAN LAW FIRM CASH BALANCE PENSION PLAN

CashBalance

Assets$2.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FEDERMAN LAW FIRM 401(K) PLAN401k$2.8M22025
002FEDERMAN LAW FIRM CASH BALANCE PENSION PLANCashBalance$2.0M22024
Retirement plans
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