PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE FREITAS LAW FIRM, LLP
Sponsor portfolio

THE FREITAS LAW FIRM, LLP

EIN 94-2369040-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
12
1108 FIFTH AVENUE THIRD FLOOR - SAN RAFAEL, CA 94901415-456-7500
Plans on this EIN
2 filings
#001401k-$1.8M - 8 part#002CashBalance-$285K - 4 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#001)87%
  • CASH BALANCE PLAN (#002)13%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)8
  • CASH BALANCE PLAN (#002)4
Total 12Click 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

FREITAS LAW FIRM LLP 401(K) PROFIT SHARING PLAN

401k

Assets$1.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE FREITAS LAW FIRM, LLP CASH BALANCE PLAN

CashBalance

Assets$285K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FREITAS LAW FIRM LLP 401(K) PROFIT SHARING PLAN401k$1.8M82024
002THE FREITAS LAW FIRM, LLP CASH BALANCE PLANCashBalance$285K42024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica