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Sponsor portfolio

LAW OFFICE OF NANCYROSE HERNANDEZ, APC

EIN 93-4101290-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$349K assets
Welfare
0
Participants
6
26636 MARGARITA RD STE 101 - MURRIETA, CA 925632010951-708-1497
Plans on this EIN
2 filings
#001CashBalance-$285K - 3 part#002401k-$64K - 3 part

Retirement portfolio analytics

2 plans aggregated / $349K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • BALANCE RETIREMENT PLAN (#001)82%
  • PROFIT SHARING PLAN (#002)18%
Total $349KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BALANCE RETIREMENT PLAN (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click 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

LAW OFFICE OF NANCYROSE HERNANDEZ CASH BALANCE RETIREMENT PLAN

CashBalance

Assets$285K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAW OFFICE OF NANCYROSE HERNANDEZ 401(K) PROFIT SHARING PLAN

401k

Assets$64K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAW OFFICE OF NANCYROSE HERNANDEZ CASH BALANCE RETIREMENT PLANCashBalance$285K32025
002LAW OFFICE OF NANCYROSE HERNANDEZ 401(K) PROFIT SHARING PLAN401k$64K32025
Retirement plans
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