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Sponsor portfolio

WARREN KASH WARREN

EIN 47-1931598-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
32
2261 MARKET STREET, NO. 606 - SAN FRANCISCO, CA 94114415-895-2940
Plans on this EIN
2 filings
#001401k-$2.8M - 27 part#002CashBalance-$1.6M - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • LAW GROUP 401(K) (#001)64%
  • CASH BALANCE PLAN (#002)36%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW GROUP 401(K) (#001)27
  • CASH BALANCE PLAN (#002)5
Total 32Click 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#001

WARREN LAW GROUP 401(K) PLAN

401k

Assets$2.8M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WARREN LAW GROUP CASH BALANCE PLAN

CashBalance

Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WARREN LAW GROUP 401(K) PLAN401k$2.8M272025
002WARREN LAW GROUP CASH BALANCE PLANCashBalance$1.6M52024
Retirement plans
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