Assets by plan
Share of aggregate retirement assets
81%top
Sponsor portfolio
STRATEGY LAW, LLP
EIN 46-5056071legal servicesLatest filing 2025
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
36
ONE ALMADEN BLVD., SUITE 700 - SAN JOSE, CA 95113408-478-4100strategylaw.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 36 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
STRATEGY LAW, LLP 401(K) PLAN
ProfitSharing
Assets$7.2M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STRATEGY LAW, LLP CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STRATEGY LAW, LLP 401(K) PLAN | ProfitSharing | $7.2M | 23 | 2025 | |
| 003 | STRATEGY LAW, LLP CASH BALANCE PLAN | CashBalance | $1.7M | 13 | 2025 |
Retirement plans