Assets by plan
Share of aggregate retirement assets
Filings through .
Shartsis Friese LLP
EIN 94-2288901law practiceLatest filing 2025
Plans
4
Retirement
3
$174.8M assets
Health & Benefits
1
$2.8M premiums
Participants
364
425 MARKET STREET, 11TH FLOOR - SAN FRANCISCO, CA 94105415-421-6500sflaw.comLinkedIn51-200 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $174.8M assets / 243 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$145.1M
- (Not disclosed)$29.7M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.8M premiums / 196 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.5M
- Prescription drug$2.5M
- Life$145K
- Long-term disability$145K
- Other$145K
- Dental$123K
- +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#009
SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN
401(k)
Assets$145.1M
Participants144
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#021
SHARTSIS FRIESE LLP CASH BALANCE PENSION PLAN
Cash balance
Assets$25.5M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#011
SHARTSIS FRIESE LLP ASSOCIATES 401(K) PLAN
401(k)
Assets$4.2M
Participants35
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SHARTSIS FRIESE LLP HEALTH WELFARE PLAN
Fully insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$2.8M
Covered lives196
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #009 | SHARTSIS FRIESE LLP PROFIT SHARING/401(K) PLAN | 401(k) | $145.1M | 144 | 2025 |
| #021 | SHARTSIS FRIESE LLP CASH BALANCE PENSION PLAN | Cash balance | $25.5M | 64 | 2025 |
| #011 | SHARTSIS FRIESE LLP ASSOCIATES 401(K) PLAN | 401(k) | $4.2M | 35 | 2025 |
- #009 · 401(k) · 2025144
- #021 · Cash balance · 202564
- #011 · 401(k) · 202535
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SHARTSIS FRIESE LLP HEALTH WELFARE PLAN | Fully insured | CALIFORNIA PHYSICIANS SERVICE | $2.8M | 196 | 2025 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025196
Retirement plans
Health & Benefits plans