PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EHRLICH & CRAIG, LLP
Sponsor portfolio

EHRLICH & CRAIG, LLP

EIN 92-2579710-law practice-Latest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
16
803 HEARST AVE. - BERKELEY, CA 94710510-548-3600ehrlich-craig.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$3.2M - 11 part#002CashBalance-$1.3M - 5 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • LLP RETIREMENT TRUST (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLP RETIREMENT TRUST (#001)11
  • CASH BALANCE PLAN (#002)5
Total 16Click 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

EHRLICH & CRAIG, LLP RETIREMENT TRUST

401k

Assets$3.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EHRLICH & CRAIG, LLP CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EHRLICH & CRAIG, LLP RETIREMENT TRUST401k$3.2M112025
002EHRLICH & CRAIG, LLP CASH BALANCE PLANCashBalance$1.3M52025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica