Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPERTUS, LANDES & JOSEPHS, LLP
EIN 46-1531301Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
75
1990 S. BUNDY DRIVE, SUITE 705 - LOS ANGELES, CA 90025310-826-4700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 75 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
SPERTUS, LANDES & JOSEPHS, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$4.7M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SPERTUS, LANDES & JOSEPHS, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$3.1M
Participants33
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 | SPERTUS, LANDES & JOSEPHS, LLP 401(K) PROFIT SHARING PLAN | 401k | $4.7M | 42 | 2024 | |
| 002 | SPERTUS, LANDES & JOSEPHS, LLP CASH BALANCE PENSION PLAN | CashBalance | $3.1M | 33 | 2024 |
Retirement plans