Assets by plan
Share of aggregate retirement assets
- SHARING AND 401(K) (#001)$234.2M
Filings through .
Farella Braun & Martel LLP
EIN 94-1527242law practiceLatest filing 2025
Plans
4
Retirement
3
$264.9M assets
Health & Benefits
1
$4.0M premiums
Participants
567
ONE BUSH STREET, SUITE 900 - SAN FRANCISCO, CA 94104415-954-4400fbm.comLinkedIn201-500 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $264.9M assets / 358 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$234.2M
- (Not disclosed)$30.8M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 338 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.3M
- Prescription drug$3.3M
- Other$484K
- Life$423K
- Long-term disability$423K
- Dental$189K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN
401(k)
Assets$234.2M
Participants209
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
FARELLA BRAUN & MARTEL LLP CASH BALANCE RETIREMENT PLAN
Cash balance
Assets$19.4M
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
FARELLA BRAUN AND MARTEL LLP ASSOCIATES' 401(K) PLAN
401(k)
Assets$11.3M
Participants88
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FARELLA BRAUN AND MARTEL LLP HEALTH AND WELFARE PLAN
Fully insured - AETNA LIFE INSURANCE COMPANY
Premiums$4.0M
Covered lives338
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN | 401(k) | $234.2M | 209 | 2025 |
| #004 | FARELLA BRAUN & MARTEL LLP CASH BALANCE RETIREMENT PLAN | Cash balance | $19.4M | 61 | 2025 |
| #002 | FARELLA BRAUN AND MARTEL LLP ASSOCIATES' 401(K) PLAN | 401(k) | $11.3M | 88 | 2025 |
- #001 · 401(k) · 2025209
- #004 · Cash balance · 202561
- #002 · 401(k) · 202588
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FARELLA BRAUN AND MARTEL LLP HEALTH AND WELFARE PLAN | Fully insured | AETNA LIFE INSURANCE COMPANY | $4.0M | 338 | 2025 |
- #501 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2025338
Retirement plans
Health & Benefits plans