Assets by plan
Share of aggregate retirement assets
57%top
Sponsor portfolio
LALEA & BLACK, LLP
EIN 85-0941629accountingLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
256 SOUTH ROBERTSON BLVD SUITE 206 - BEVERLY HILLS, CA 90211866-222-6060laleablack.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M 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
LALEA & BLACK, LLP DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$750K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LALEA & BLACK, LLP 401(K) PLAN & TRUST
401k
Assets$559K
Participants4
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 | LALEA & BLACK, LLP DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $750K | 4 | 2024 | |
| 002 | LALEA & BLACK, LLP 401(K) PLAN & TRUST | 401k | $559K | 4 | 2025 |
Retirement plans