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Sponsor portfolio

LIPELES LAW GROUP, APC

EIN 46-2235587-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$1.6M assets
Welfare
0
Participants
63
1060 AVIATION BLVD SUITE 100 - HERMOSA BEACH, CA 90254310-322-2211LinkedIn1-10 employees
Plans on this EIN
3 filings
#002CashBalance-$680K - 19 part#003401k-$633K - 25 part#001401k-$317K - 19 part

Retirement portfolio analytics

3 plans aggregated / $1.6M assets / 63 participants

Assets by plan

Share of aggregate retirement assets

42%top
  • CASH BALANCE PLAN (#002)42%
  • PROFIT SHARING PLAN (#003)39%
  • GROUP, APC 401(K) (#001)19%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)25
  • CASH BALANCE PLAN (#002)19
  • GROUP, APC 401(K) (#001)19
Total 63Click 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#002

LIPELES LAW GROUP APC CASH BALANCE PLAN

CashBalance

Assets$680K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

LIPELES LAW GROUP APC 401(K) PROFIT SHARING PLAN

401k

Assets$633K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LIPELES LAW GROUP, APC 401(K) PLAN

401k

Assets$317K
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002LIPELES LAW GROUP APC CASH BALANCE PLANCashBalance$680K192024
003LIPELES LAW GROUP APC 401(K) PROFIT SHARING PLAN401k$633K252025
001LIPELES LAW GROUP, APC 401(K) PLAN401k$317K192024
Retirement plans
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