Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVOCATE LAW FIRM, PLC
EIN 46-2938607law practiceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
6 JENNER ST, STE 260 - IRVINE, CA 92618949-851-2870advocatelawfirm.orgLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 4 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
ADVOCATE LAW FIRM, PLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ADVOCATE LAW FIRM, PLC 401(K) PROFIT SHARING PLAN
401k
Assets$15K
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 | ADVOCATE LAW FIRM, PLC CASH BALANCE PLAN | CashBalance | $1.1M | 2 | 2024 | |
| 002 | ADVOCATE LAW FIRM, PLC 401(K) PROFIT SHARING PLAN | 401k | $15K | 2 | 2024 |
Retirement plans