Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CALIFORNIA CONSUMER ATTORNYS, P.C.
EIN 84-2321693legal servicesLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
36
10866 WILSHIRE BLVD., SUITE 1200 - LOS ANGELES, CA 90024310-872-2600thelemonfirm.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M assets / 36 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
CALIFORNIA CONSUMER ATTORNEYS, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$819K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CALIFORNIA CONSUMER ATTORNEYS, P.C. 401(K) PLAN
401k
Assets$543K
Participants19
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 | CALIFORNIA CONSUMER ATTORNEYS, P.C. CASH BALANCE PENSION PLAN | CashBalance | $819K | 17 | 2024 | |
| 001 | CALIFORNIA CONSUMER ATTORNEYS, P.C. 401(K) PLAN | 401k | $543K | 19 | 2024 |
Retirement plans