Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KNOX RICKSEN LLP
EIN 94-1545786law practiceLatest filing 2024
Plans
2
Retirement
2
$8.8M assets
Welfare
0
Participants
54
3478 BUSKIRK AVENUE, SUITE 1000 - PLEASANT HILL, CA 94523925-433-2500knoxricksen.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.8M assets / 54 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
KNOX RICKSEN LLP PROFIT SHARING PLAN
401k
Assets$7.0M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KNOX RICKSEN LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.8M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KNOX RICKSEN LLP PROFIT SHARING PLAN | 401k | $7.0M | 44 | 2024 | |
| 002 | KNOX RICKSEN LLP CASH BALANCE PENSION PLAN | CashBalance | $1.8M | 10 | 2024 |
Retirement plans