Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROEHL LAW GROUP PC
EIN 92-3803601Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
9
25910 ACERO STE 150 - MISSION VIEJO, CA 926917905949-484-8001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 9 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
ROEHL LAW GROUP PC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$2.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ROEHL LAW GROUP, PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$113K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ROEHL LAW GROUP PC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $2.6M | 5 | 2025 | |
| 002 | ROEHL LAW GROUP, PC DEFINED BENEFIT PLAN | TraditionalDB | $113K | 4 | 2024 |
Retirement plans