Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASHBURY LEGAL PC
EIN 82-2327451law practiceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
11
600 CALIFORNIA STREET, 11TH FLOOR - SAN FRANCISCO, CA 94108415-582-4944ashburylegal.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 11 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#002
ASHBURY LEGAL PC. CASH BALANCE PENSION PLAN
CashBalance
Assets$677K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASHBURY LEGAL 401(K) PLAN
401k
Assets$417K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASHBURY LEGAL PC. CASH BALANCE PENSION PLAN | CashBalance | $677K | 3 | 2024 | |
| 001 | ASHBURY LEGAL 401(K) PLAN | 401k | $417K | 8 | 2025 |
Retirement plans