Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAURETI & ASSOCIATES, APLC
EIN 80-0965153legal servicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
7
402 W. BROADWAY, SUITE 2600 - SAN DIEGO, CA 921018599619-236-8700LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 7 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#002
LAURETI & ASSOCIATES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.5M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
LAURETI & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$878K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAURETI & ASSOCIATES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.5M | 3 | 2025 | |
| 001 | LAURETI & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $878K | 4 | 2025 |
Retirement plans