Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW OFFICES OF REUBEN YEROUSHALMI A PROF. CORP.
EIN 95-4732514Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
16
9100 WILSHIRE BOULEVARD, SUITE 240W - BEVERLY HILLS, CA 90212310-623-1926
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 16 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
LAW OFFICES OF REUBEN YEROUSHALMI CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LAW OFFICES OF REUBEN YEROUSHALMI PROFIT SHARING PLAN
ProfitSharing
Assets$372K
Participants8
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 | LAW OFFICES OF REUBEN YEROUSHALMI CASH BALANCE PLAN | CashBalance | $2.6M | 8 | 2024 | |
| 001 | LAW OFFICES OF REUBEN YEROUSHALMI PROFIT SHARING PLAN | ProfitSharing | $372K | 8 | 2024 |
Retirement plans