Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GJERSET & LORENZ, LLP
EIN 74-2882584legal servicesLatest filing 2025
Plans
2
Retirement
2
$49.2M assets
Welfare
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 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
GJERSET & LORENZ, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$38.7M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GJERSET & LORENZ, LLP CASH BALANCE PLAN
CashBalance
Assets$10.4M
Participants65
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 | GJERSET & LORENZ, LLP 401(K) PROFIT SHARING PLAN | 401k | $38.7M | 75 | 2025 | |
| 002 | GJERSET & LORENZ, LLP CASH BALANCE PLAN | CashBalance | $10.4M | 65 | 2025 |
Retirement plans