Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARLSON & JAYAKUMAR, LLP
EIN 46-1450607law practiceLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
39
2424 SE BRISTOL STREET, SUITE 300 - NEWPORT BEACH, CA 92660949-222-2008cjattorneys.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 39 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
CARLSON & JAYAKUMAR, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARLSON & JAYAKUMAR, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
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 | CARLSON & JAYAKUMAR, LLP 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 27 | 2025 | |
| 002 | CARLSON & JAYAKUMAR, LLP CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 12 | 2025 |
Retirement plans