Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALENCIA, WILBERDING & ROMBERO ATTORNEYS AT LAW
EIN 94-3269629law practiceLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
18
7677 OAKPORT STREET, SUITE 520 - OAKLAND, CA 94621510-613-8370vandw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 18 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#002
VALENCIA & WILBERDING 401(K) PLAN
401k
Assets$2.6M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
VALENCIA, WILBERDING & ROMERO CASH BALANCE PLAN
CashBalance
Assets$314K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VALENCIA & WILBERDING 401(K) PLAN | 401k | $2.6M | 11 | 2024 | |
| 003 | VALENCIA, WILBERDING & ROMERO CASH BALANCE PLAN | CashBalance | $314K | 7 | 2024 |
Retirement plans