Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CAPPELLO & NOEL LLP
EIN 77-0398690law practiceLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
23
831 STATE STREET - SANTA BARBARA, CA 931013227805-564-2444cappellonoel.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 23 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#004
CAPPELLO & NOEL, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$2.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
CAPPELLO & NOEL LLP RETIREMENT SAVINGS PLAN
401k
Assets$323K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CAPPELLO & NOEL, LLP PROFIT SHARING PLAN | ProfitSharing | $2.2M | 11 | 2025 | |
| 005 | CAPPELLO & NOEL LLP RETIREMENT SAVINGS PLAN | 401k | $323K | 12 | 2025 |
Retirement plans