Assets by plan
Share of aggregate retirement assets
- CASH BALANCE PLAN (#002)$10.4M
Filings through .
Gjerset & Lorenz, LLP
EIN 74-2882584legal servicesLatest filing 2025
Plans
2
Retirement
2
$49.2M assets
Health & Benefits
0
Participants
140
2801 VIA FORTUNA, SUITE 500 - AUSTIN, TX 78746512-899-3995gl-law.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $49.2M assets / 140 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
GJERSET & LORENZ, LLP 401(K) PROFIT SHARING PLAN
401(k)
Assets$38.7M
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
GJERSET & LORENZ, LLP CASH BALANCE PLAN
Cash balance
Assets$10.4M
Participants65
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | GJERSET & LORENZ, LLP 401(K) PROFIT SHARING PLAN | 401(k) | $38.7M | 75 | 2025 |
| #002 | GJERSET & LORENZ, LLP CASH BALANCE PLAN | Cash balance | $10.4M | 65 | 2025 |
- #001 · 401(k) · 202575
- #002 · Cash balance · 202565
Retirement plans