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Sponsor portfolio

DAVID FELDMAN LAW OFFICE, A PROFESSIONAL CORPORATION

EIN 88-1440288-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
5
100 WILSHIRE BLVD., SUITE 700 - SANTA MONICA, CA 90401310-578-7171
Plans on this EIN
2 filings
#001TraditionalDB-$1.3M - 2 part#002401k-$255K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • DEFINED BENEFIT PENSION (#001)84%
  • SHARING 401K PLAN (#002)16%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING 401K PLAN (#002)3
  • DEFINED BENEFIT PENSION (#001)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DAVID FELDMAN LAW OFFICE, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

DAVID FELDMAN LAW OFFICE, A PROFESSIONAL CORPORATION PROFIT SHARING 401K PLAN

401k

Assets$255K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DAVID FELDMAN LAW OFFICE, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLANTraditionalDB$1.3M22024
002DAVID FELDMAN LAW OFFICE, A PROFESSIONAL CORPORATION PROFIT SHARING 401K PLAN401k$255K32024
Retirement plans
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