Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOCKETT + HORWITZ LAW PLC
EIN 81-0688873Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
11
26632 TOWNE CENTRE DRIVE,, SUITE 300 - FOOTHILL RANCH, CA 92610949-540-6540
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 11 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
LOCKETT + HORWITZ DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$736K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LOCKETT + HORWITZ LAW PLC VOLUNTARY PROFIT SHARING & 401(K) PLAN
401k
Assets$427K
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 | |
|---|---|---|---|---|---|---|
| 002 | LOCKETT + HORWITZ DEFINED BENEFIT PENSION PLAN | TraditionalDB | $736K | 1 | 2024 | |
| 001 | LOCKETT + HORWITZ LAW PLC VOLUNTARY PROFIT SHARING & 401(K) PLAN | 401k | $427K | 10 | 2024 |
Retirement plans