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Sponsor portfolio

EREZ LAW, PLLC

EIN 81-3737716-law practice-Latest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
10
1 SE 3RD AVENUE, SUITE 1670 - MIAMI, FL 33131305-728-3320erezlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$3.5M - 6 part#002CashBalance-$693K - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • PLAN AND TRUST (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)6
  • CASH BALANCE PLAN (#002)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

EREZ LAW, PLLC 401K PROFIT SHARING PLAN AND TRUST

401k

Assets$3.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EREZ LAW, PLLC CASH BALANCE PLAN

CashBalance

Assets$693K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EREZ LAW, PLLC 401K PROFIT SHARING PLAN AND TRUST401k$3.5M62025
002EREZ LAW, PLLC CASH BALANCE PLANCashBalance$693K42025
Retirement plans
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