Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PALMIERI, HENNESSEY & LEIFER, LLP
EIN 84-3653067legal servicesLatest filing 2024
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
31
3 PARK PLAZA, SUITE 1950 - IRVINE, CA 92614949-851-7388palmierilawgroup.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.6M assets / 31 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
PALMIERI, HENNESSEY & LEIFER, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$9.6M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PALMIERI, HENNESSEY & LEIFER, LLP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$4.0M
Participants12
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 | PALMIERI, HENNESSEY & LEIFER, LLP 401(K) PROFIT SHARING PLAN | 401k | $9.6M | 19 | 2024 | |
| 002 | PALMIERI, HENNESSEY & LEIFER, LLP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $4.0M | 12 | 2024 |
Retirement plans