Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
GELLER LAW, PROFESSIONAL CORP.
EIN 83-0597665Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$333K assets
Welfare
0
Participants
10
2222 CULVER COURT - WALNUT CREEK, CA 94598415-500-4781
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $333K 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
GELLER LAW DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$272K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GELLER LAW 401(K) PLAN & TRUST
401k
Assets$61K
Participants5
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 | GELLER LAW DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $272K | 5 | 2025 | |
| 001 | GELLER LAW 401(K) PLAN & TRUST | 401k | $61K | 5 | 2025 |
Retirement plans