Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALBREKTSON & SHUMATE LLP
EIN 46-1638005legal servicesLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
22
1801 ORANGE TREE LN STE 230 - REDLANDS, CA 92374909-335-9658albrektson-law.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 22 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
ALBREKTSON & SHUMATE LLP CASH BALANCE PLAN
TraditionalDB
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALBREKTSON & SHUMATE LLP 401(K) PLAN
401k
Assets$1.5M
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 | |
|---|---|---|---|---|---|---|
| 002 | ALBREKTSON & SHUMATE LLP CASH BALANCE PLAN | TraditionalDB | $2.0M | 10 | 2025 | |
| 001 | ALBREKTSON & SHUMATE LLP 401(K) PLAN | 401k | $1.5M | 12 | 2025 |
Retirement plans