Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KULIK, GOTTESMAN, SIEGEL & WARE, LLP
EIN 95-4286183law practiceLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
43
15303 VENTURA BLVD, SUITE 1400 - SHERMAN OAKS, CA 91403310-557-9200kgslaw.comLinkedIn11-50 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 43 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#001
KULIK, GOTTESMAN, SIEGEL & WARE, LLP PROFIT SHARING PLAN
ProfitSharing
Assets$2.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KULIK, GOTTESMAN, SIEGEL & WARE, LLP 401(K) PLAN
401k
Assets$1.2M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KULIK, GOTTESMAN, SIEGEL & WARE, LLP PROFIT SHARING PLAN | ProfitSharing | $2.5M | 15 | 2025 | |
| 003 | KULIK, GOTTESMAN, SIEGEL & WARE, LLP 401(K) PLAN | 401k | $1.2M | 28 | 2025 |
Retirement plans