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Sponsor portfolio

UMBERG ZIPSER LLP

EIN 46-4395817-law practice-Latest filing 2024
Plans
2
Retirement
2
$11.8M assets
Welfare
0
Participants
38
1920 MAIN STREET, #750 - IRVINE, CA 92614949-679-0052umbergzipser.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$6.4M - 10 part#001401k-$5.4M - 28 part

Retirement portfolio analytics

2 plans aggregated / $11.8M assets / 38 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • ZIPSER LLP 401(K) (#001)46%
Total $11.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ZIPSER LLP 401(K) (#001)28
  • CASH BALANCE PLAN (#002)10
Total 38Click 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

UMBERG ZIPSER LLP CASH BALANCE PLAN

CashBalance

Assets$6.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UMBERG ZIPSER LLP 401(K) PLAN

401k

Assets$5.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UMBERG ZIPSER LLP CASH BALANCE PLANCashBalance$6.4M102024
001UMBERG ZIPSER LLP 401(K) PLAN401k$5.4M282024
Retirement plans
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