Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICE OF IAN R. LESLIE, APC
EIN 87-3568433Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
7
2102 ALMADEN RD. #103 - SAN JOSE, CA 95125408-723-2102
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 7 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
LAW OFFICE OF IAN R. LESLIE, APC CASH BALANCE PLAN
CashBalance
Assets$768K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICES OF IAN R. LESLIE, APC 401(K) PLAN
401k
Assets$756K
Participants3
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 | LAW OFFICE OF IAN R. LESLIE, APC CASH BALANCE PLAN | CashBalance | $768K | 4 | 2025 | |
| 001 | LAW OFFICES OF IAN R. LESLIE, APC 401(K) PLAN | 401k | $756K | 3 | 2025 |
Retirement plans