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Sponsor portfolio

CLINE, APC

EIN 82-3234338-legal services-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
20
7855 IVANHOE AVENUE, SUITE 400 - LA JOLLA, CA 92037858-373-9337clineapc.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$624K - 13 part#002CashBalance-$620K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • CLINE, APC 401(K) (#001)50%
  • CASH BALANCE PLAN (#002)50%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLINE, APC 401(K) (#001)13
  • CASH BALANCE PLAN (#002)7
Total 20Click 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

CLINE, APC 401(K) PLAN

401k

Assets$624K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLINE, APC CASH BALANCE PLAN

CashBalance

Assets$620K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLINE, APC 401(K) PLAN401k$624K132025
002CLINE, APC CASH BALANCE PLANCashBalance$620K72024
Retirement plans
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