Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EPSTEIN HOLTZAPPLE CHRISTO LLP
EIN 83-2888467law practiceLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
8
999 FIFTH AVENUE, SUITE 420 - SAN RAFAEL, CA 94901628-240-3854ehc.lawLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 8 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
EPSTEIN + HOLTZAPPLE LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$2.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
EPSTEIN + HOLTZAPPLE LLP 401(K)PROFIT SHARING PLAN
401k
Assets$344K
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 | |
|---|---|---|---|---|---|---|
| 001 | EPSTEIN + HOLTZAPPLE LLP CASH BALANCE PENSION PLAN | CashBalance | $2.8M | 3 | 2024 | |
| 002 | EPSTEIN + HOLTZAPPLE LLP 401(K)PROFIT SHARING PLAN | 401k | $344K | 5 | 2024 |
Retirement plans