Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $38.8M assets / 193 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
403(b)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CALIFORNIA APPELLATE PROJECT RETIREMENT PLAN | Profit-sharing | $23.0M | 108 | 2025 |
| #002 | CALIFORNIA APPELLATE PROJECT 403(B) PLAN | 403(b) | $15.8M | 85 | 2025 |