PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Collier Law Firm, LLP

Filings through Oct 24, 2026.

Sponsor portfolio

Collier Law Firm, LLP

EIN 82-0911485-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
9
110 EAST BLITHEDALE AVENUE, SUITE B - MILL VALLEY, CA 94941415-767-0047
Plans on this EIN
2 filings
#002Cash balance-$1.3M - 4 part#001401(k)-$464K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PLAN & TRUST (#002)74%
  • PLAN & TRUST (#001)26%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)5
  • PLAN & TRUST (#002)4
Total 9Click 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

COLLIER LAW FIRM, LLP CASH BALANCE PLAN & TRUST

Cash balance

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

COLLIER LAW FIRM, LLP 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$464K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLLIER LAW FIRM, LLP CASH BALANCE PLAN & TRUSTCash balance$1.3M42025
001COLLIER LAW FIRM, LLP 401(K) PROFIT SHARING PLAN & TRUST401(k)$464K52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica