Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SWEDELSON & GOTTLIEB, ATTORNEYS AT LAW
EIN 95-4114428legal servicesLatest filing 2025
Plans
2
Retirement
2
$13.2M assets
Welfare
0
Participants
40
11900 WEST OLYMPIC BOULEVARD,, SUITE 580 - LOS ANGELES, CA 900641045310-207-2207LinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.2M assets / 40 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
SWEDELSON & GOTTLIEB PROFIT SHARING PLAN
ProfitSharing
Assets$6.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SWEDELSON & GOTTLIEB CASH BALANCE PLAN
CashBalance
Assets$6.5M
Participants20
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 | SWEDELSON & GOTTLIEB PROFIT SHARING PLAN | ProfitSharing | $6.7M | 20 | 2025 | |
| 003 | SWEDELSON & GOTTLIEB CASH BALANCE PLAN | CashBalance | $6.5M | 20 | 2025 |
Retirement plans