Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BIENERT KATZMAN LITTRELL WILLIAMS LLP
EIN 86-1670337law practiceLatest filing 2024
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
48
903 CALLE AMANECER, SUITE 350 - SAN CLEMENTE, CA 92673949-369-3700bklwlaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 48 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
BIENERT KATZMAN LITTRELL WILLIAMS LLP 401(K) PLAN
401k
Assets$7.9M
Participants38
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
BIENERT KATZMAN LITTRELL WILLIAMS LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants10
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 | BIENERT KATZMAN LITTRELL WILLIAMS LLP 401(K) PLAN | 401k | $7.9M | 38 | 2024 | |
| 005 | BIENERT KATZMAN LITTRELL WILLIAMS LLP CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 10 | 2024 |
Retirement plans