Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GERALD E. LUNN, JR., APC
EIN 95-4036489legal servicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
7
1901 AVENUE OF THE STARS SUITE 675 - LOS ANGELES, CA 900676098310-277-6264LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 7 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
GERALD E. LUNN, JR., APC PROFIT SHARING PLAN
ProfitSharing
Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
GERALD E. LUNN, JR., APC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$526K
Participants3
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 | GERALD E. LUNN, JR., APC PROFIT SHARING PLAN | ProfitSharing | $1.3M | 4 | 2025 | |
| 001 | GERALD E. LUNN, JR., APC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $526K | 3 | 2025 |
Retirement plans