Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOSS BOLLINGER, LLP
EIN 81-2961674law practiceLatest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
17
15300 VENTURA BLVD,, SUITE 207 - SHERMAN OAKS, CA 91403310-982-2984mossbollinger.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.6M assets / 17 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
MOSS BOLLINGER, LLP CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOSS BOLLINGER, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$407K
Participants9
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 | MOSS BOLLINGER, LLP CASH BALANCE PLAN | CashBalance | $2.2M | 8 | 2025 | |
| 002 | MOSS BOLLINGER, LLP 401(K) PROFIT SHARING PLAN | 401k | $407K | 9 | 2025 |
Retirement plans