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Sponsor portfolio

LEHRMAN LAW GROUP P.C.

EIN 95-4692964-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$2.3M assets
Welfare
0
Participants
18
12121 WILSHIRE BLVD STE 1300 - PACIFIC PALISADES, CA 90272310-917-4500LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$1.3M - 9 part#004TraditionalDB-$1.0M - 5 part#003ProfitSharing-$11K - 4 part

Retirement portfolio analytics

3 plans aggregated / $2.3M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN & TRUST (#002)55%
  • DEFINED BENEFIT PENSION (#004)44%
  • PROFIT SHARING PLAN (#003)0%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)9
  • DEFINED BENEFIT PENSION (#004)5
  • PROFIT SHARING PLAN (#003)4
Total 18Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KATE S. LEHRMAN PROFESSIONAL CO 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LEHRMAN LAW GROUP P.C. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LEHRMAN LAW GROUP P.C. PROFIT SHARING PLAN

ProfitSharing

Assets$11K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002KATE S. LEHRMAN PROFESSIONAL CO 401(K) PROFIT SHARING PLAN & TRUST401k$1.3M92025
004LEHRMAN LAW GROUP P.C. DEFINED BENEFIT PENSION PLANTraditionalDB$1.0M52025
003LEHRMAN LAW GROUP P.C. PROFIT SHARING PLANProfitSharing$11K42025
Retirement plans
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