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Sponsor portfolio

STEVEN D. DAVIS LAW GROUP, A PROFESSIONAL CORPORATION

EIN 46-5011987-legal services-Latest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
12
9696 CULVER BLVD., SUITE 104 - CULVER CITY, CA 90232310-394-9887LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#003401k-$2.2M - 6 part#001401k-$1.9M - 6 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#003)54%
  • PLAN AND TRUST (#001)46%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#003)6
  • PLAN AND TRUST (#001)6
Total 12Click 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#003

STEVEN D. DAVIS LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

STEVEN D. DAVIS LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003STEVEN D. DAVIS LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST401k$2.2M62025
001STEVEN D. DAVIS LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST401k$1.9M62024
Retirement plans
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