Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
OCEAN ESTATE LAW, PC
EIN 82-2950784law practiceLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
10
23232 PERALTA DRIVE, SUITE 109 - LAGUNA HILLS, CA 92651949-420-0025oceanestatelaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 10 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
OCEAN ESTATE LAW, PC CASH BALANCE PLAN
CashBalance
Assets$637K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
OCEAN ESTATE LAW, P.C. 401(K) PLAN
401k
Assets$410K
Participants7
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 | OCEAN ESTATE LAW, PC CASH BALANCE PLAN | CashBalance | $637K | 3 | 2025 | |
| 001 | OCEAN ESTATE LAW, P.C. 401(K) PLAN | 401k | $410K | 7 | 2024 |
Retirement plans