Assets by plan
Share of aggregate retirement assets
84%top
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EREZ LAW, PLLC 401K PROFIT SHARING PLAN AND TRUST | 401k | $3.5M | 6 | 2025 | |
| 002 | EREZ LAW, PLLC CASH BALANCE PLAN | CashBalance | $693K | 4 | 2025 |