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Sponsor portfolio

THOMPSON & COLEGATE LLP

EIN 95-2145556-law practice-Latest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
39
PO BOX 1299, 3610 FOURTEENTH ST - RIVERSIDE, CA 92502951-682-5550tclaw.netLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$5.3M - 26 part#003401k-$684K - 13 part

Retirement portfolio analytics

2 plans aggregated / $6.0M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#001)89%
  • LLP ASSOCIATES 401(K) (#003)11%
Total $6.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)26
  • LLP ASSOCIATES 401(K) (#003)13
Total 39Click 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

THOMPSON & COLEGATE LLP 401(K) PROFIT SHARING PLAN

401k

Assets$5.3M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

THOMPSON & COLEGATE LLP ASSOCIATES 401(K) PLAN

401k

Assets$684K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THOMPSON & COLEGATE LLP 401(K) PROFIT SHARING PLAN401k$5.3M262025
003THOMPSON & COLEGATE LLP ASSOCIATES 401(K) PLAN401k$684K132025
Retirement plans
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