Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MORGAN & LEAHY, LLP
EIN 82-4161319legal servicesLatest filing 2024
Plans
3
Retirement
3
$1.0M assets
Welfare
0
Participants
39
30101 AGOURA COURT, SUITE 200 - AGOURA HILLS, CA 91301818-854-6171morganleahylaw.comLinkedIn1-10 employeeslegal services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.0M assets / 39 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
MORGAN & LEAHY, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$660K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MORGAN & LEAHY, LLP 401(K) PLAN
401k
Assets$246K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MORGAN & LEAHY, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$98K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MORGAN & LEAHY, LLP CASH BALANCE PENSION PLAN | CashBalance | $660K | 6 | 2024 | |
| 003 | MORGAN & LEAHY, LLP 401(K) PLAN | 401k | $246K | 24 | 2024 | |
| 001 | MORGAN & LEAHY, LLP PROFIT SHARING PLAN | ProfitSharing | $98K | 9 | 2024 |
Retirement plans