Assets by plan
Share of aggregate retirement assets
- PROFIT SHARING PLAN (#013)$183.2M
- PENSION PLAN II (#019)$14.5M
Filings through .
Rutan & Tucker, LLP
EIN 95-3519027law practiceLatest filing 2025
Plans
4
Retirement
3
$220.6M assets
Health & Benefits
1
$4.1M premiums
Participants
725
18575 JAMBOREE ROAD, 9TH FLOOR - IRVINE, CA 92612714-641-5100rutan.comLinkedIn201-500 employeeslaw practice
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $220.6M assets / 436 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.1M premiums / 287 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.4M
- Prescription drug$3.4M
- Other$367K
- Dental$329K
- Vision$329K
- Long-term disability$213K
- +2 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#013
RUTAN & TUCKER, LLP PROFIT SHARING PLAN
401(k)
Assets$183.2M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#015
RUTAN & TUCKER, LLP 401(K) PLAN
401(k)
Assets$23.0M
Participants142
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#019
RUTAN & TUCKER CASH BALANCE PENSION PLAN II
Cash balance
Assets$14.5M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
RUTAN & TUCKER, LLP EMPLOYEE BENEFITS PLANS
Fully insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$4.1M
Covered lives287
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #013 | RUTAN & TUCKER, LLP PROFIT SHARING PLAN | 401(k) | $183.2M | 223 | 2025 |
| #015 | RUTAN & TUCKER, LLP 401(K) PLAN | 401(k) | $23.0M | 142 | 2025 |
| #019 | RUTAN & TUCKER CASH BALANCE PENSION PLAN II | Cash balance | $14.5M | 71 | 2025 |
- #013 · 401(k) · 2025223
- #015 · 401(k) · 2025142
- #019 · Cash balance · 202571
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | RUTAN & TUCKER, LLP EMPLOYEE BENEFITS PLANS | Fully insured | CALIFORNIA PHYSICIANS SERVICE | $4.1M | 287 | 2025 |
- #504 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025287
Retirement plans
Health & Benefits plans