Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALAN D. WALLACE, ESQ.
EIN 95-4725567law practiceLatest filing 2025
Plans
2
Retirement
2
$8.6M assets
Welfare
0
Participants
11
14011 VENTURA BLVD., SUITE 406 - SHERMAN OAKS, CA 91423818-501-0133expertwitnessre.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.6M assets / 11 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
ALAN D. WALLACE PENSION PLAN
TraditionalDB
Assets$6.5M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALAN D. WALLACE PROFIT SHARING PLAN
ProfitSharing
Assets$2.1M
Participants4
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 | ALAN D. WALLACE PENSION PLAN | TraditionalDB | $6.5M | 7 | 2025 | |
| 001 | ALAN D. WALLACE PROFIT SHARING PLAN | ProfitSharing | $2.1M | 4 | 2025 |
Retirement plans