Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
APEX FAMILY LAW, P.C.
EIN 46-2866101legal servicesLatest filing 2024
Plans
3
Retirement
3
$4.2M assets
Welfare
0
Participants
31
100 PINE STREET, SUITE 1250 - SAN FRANCISCO, CA 94111415-523-3050apexfamilylaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $4.2M assets / 31 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
APEX FAMILY LAW, PC 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
APEX FAMILY LAW, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$764K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
APEX FAMILY LAW, P.C. PROFIT SHARING PLAN
ProfitSharing
Assets$177K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | APEX FAMILY LAW, PC 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 18 | 2024 | |
| 004 | APEX FAMILY LAW, P.C. CASH BALANCE PENSION PLAN | CashBalance | $764K | 6 | 2024 | |
| 003 | APEX FAMILY LAW, P.C. PROFIT SHARING PLAN | ProfitSharing | $177K | 7 | 2024 |
Retirement plans