Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FOLEY BEZEK BEHLE & CURTIS, LLP
EIN 77-0530771legal servicesLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
28
15 W. CARILLO STREET, SUITE 200 - SANTA BARBARA, CA 93101805-962-9495LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 28 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
FOLEY BEZEK BEHLE & CURTIS, LLP 401(K) PLAN
401k
Assets$3.7M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FOLEY BEZEK BEHLE & CURTIS, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants10
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 | FOLEY BEZEK BEHLE & CURTIS, LLP 401(K) PLAN | 401k | $3.7M | 18 | 2025 | |
| 003 | FOLEY BEZEK BEHLE & CURTIS, LLP CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 10 | 2025 |
Retirement plans