Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LONICH PATTON EHRLICH POLICASTRI, PC
EIN 83-0583683law practiceLatest filing 2025
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
89
1871 THE ALAMEDA, SUITE 400 - SAN JOSE, CA 95126408-553-0801lpeplaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.4M assets / 89 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#001
LONICH PATTON EHRLICH POLICASTRI, PC 401(K) PROFIT SHARING PLAN
401k
Assets$9.9M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LONICH PATTON EHRLICH POLICASTRI, PC CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LONICH PATTON EHRLICH POLICASTRI, PC 401(K) PROFIT SHARING PLAN | 401k | $9.9M | 52 | 2025 | |
| 002 | LONICH PATTON EHRLICH POLICASTRI, PC CASH BALANCE PLAN | CashBalance | $2.5M | 37 | 2025 |
Retirement plans