PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Bird, Marella, Boxer, Wolpert, Nessim, Drooks, Lincenberg & Rhow, Apc
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Bird, Marella, Boxer, Wolpert, Nessim, Drooks, Lincenberg & Rhow, Apc

EIN 95-3808049-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$78.4M assets
Health & Benefits
0
Participants
224
1875 CENTURY PARK EAST, 23RD FLR - LOS ANGELES, CA 900672501310-201-2100
Plans on this EIN
2 filings
#001Profit-sharing-$63.6M - 110 part#004401(k)-$14.8M - 114 part

Retirement portfolio analytics

2 plans aggregated / $78.4M assets / 224 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$63.6M
  • BIRD, MARELLA 401(K) (#004)$14.8M
Total $78.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BIRD, MARELLA 401(K) (#004)114
  • PROFIT SHARING PLAN (#001)110
Total 224Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

BIRD MARELLA PROFIT SHARING PLAN

Profit-sharing

Assets$63.6M
Participants110
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

BIRD, MARELLA 401(K) PLAN

401(k)

Assets$14.8M
Participants114
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BIRD MARELLA PROFIT SHARING PLANProfit-sharing$63.6M1102024
#004BIRD, MARELLA 401(K) PLAN401(k)$14.8M1142024
  • BIRD MARELLA PROFIT SHARING PLAN$63.6M
    #001 · Profit-sharing · 2024110
  • BIRD, MARELLA 401(K) PLAN$14.8M
    #004 · 401(k) · 2024114
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica