Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RONCA & ASSOCIATES, A LAW FIRM
EIN 77-0317349legal servicesLatest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
18
755 SANTA ROSA STREET, SUITE 310 - SAN LUIS OBISPO, CA 93401805-544-7551roncalaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.0M assets / 18 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
RONCA & ASSOCIATES, A LAW FIRM 401(K) PLAN
401k
Assets$3.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RONCA & ASSOCIATES, A LAW FIRM CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants7
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 | RONCA & ASSOCIATES, A LAW FIRM 401(K) PLAN | 401k | $3.5M | 11 | 2024 | |
| 002 | RONCA & ASSOCIATES, A LAW FIRM CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 7 | 2024 |
Retirement plans