Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WERKSMAN, JACKSON & QUINN, LLP
EIN 47-2863027legal servicesLatest filing 2025
Plans
2
Retirement
2
$8.1M assets
Welfare
0
Participants
45
888 WEST SIXTH STREET, SUITE 400 - LOS ANGELES, CA 90017213-688-0460werksmanjackson.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.1M assets / 45 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
WERKSMAN, JACKSON & QUINN 401(K) PROFIT SHARING PLAN
401k
Assets$6.3M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WERKSMAN, JACKSON & QUINN, LLP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.8M
Participants15
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 | WERKSMAN, JACKSON & QUINN 401(K) PROFIT SHARING PLAN | 401k | $6.3M | 30 | 2025 | |
| 002 | WERKSMAN, JACKSON & QUINN, LLP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.8M | 15 | 2024 |
Retirement plans