Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH SAVERI LAW FIRM, INC.
EIN 46-1704035law practiceLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
60
601 CALIFORNIA ST. SUITE 1505 - SAN FRANCISCO, CA 94108415-500-6800saverilawfirm.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 60 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
JOSEPH SAVERI LAW FIRM, INC. SALARY DEFERRAL PLAN
401k
Assets$3.9M
Participants58
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOSEPH SAVERI LAW FIRM, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$17K
Participants2
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 | JOSEPH SAVERI LAW FIRM, INC. SALARY DEFERRAL PLAN | 401k | $3.9M | 58 | 2024 | |
| 002 | JOSEPH SAVERI LAW FIRM, INC. CASH BALANCE PENSION PLAN | CashBalance | $17K | 2 | 2024 |
Retirement plans