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Sponsor portfolio

FERNALD LAW GROUP

EIN 81-5298516-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
10
15910 VENTURA BLVD, SUITE 1702 - LOS ANGELES, CA 91436323-410-0320
Plans on this EIN
2 filings
#002CashBalance-$687K - 5 part#001401k-$506K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PLAN (#002)58%
  • LAW GROUP 401(K) (#001)42%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • LAW GROUP 401(K) (#001)5
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#002

FERNALD LAW GROUP CASH BALANCE PLAN

CashBalance

Assets$687K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FERNALD LAW GROUP 401(K) PLAN

401k

Assets$506K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FERNALD LAW GROUP CASH BALANCE PLANCashBalance$687K52025
001FERNALD LAW GROUP 401(K) PLAN401k$506K52025
Retirement plans
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