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Sponsor portfolio

SIEGLOCK LAW

EIN 47-5598584-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$535K assets
Welfare
0
Participants
9
1223 CAMINO DEL MAR - DEL MAR, CA 92014209-712-8814sieglocklaw.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$317K - 4 part#001401k-$217K - 5 part

Retirement portfolio analytics

2 plans aggregated / $535K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#002)59%
  • SIEGLOCK LAW 401(K) (#001)41%
Total $535KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SIEGLOCK LAW 401(K) (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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

SIEGLOCK LAW CASH BALANCE PLAN

CashBalance

Assets$317K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SIEGLOCK LAW 401(K) PLAN

401k

Assets$217K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SIEGLOCK LAW CASH BALANCE PLANCashBalance$317K42025
001SIEGLOCK LAW 401(K) PLAN401k$217K52025
Retirement plans
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