Shartsis Friese LLP (EIN 94-2288901) has filed 4 Form 5500 plans with the U.S. Department of Labor, covering $163.8M in plan assets and 309 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Shartsis Friese LLP Profit Sharing/401(k) Plan | 009 | 115 | $137.4M |
| Shartsis Friese LLP Cash Balance Pension Plan | 021 | 60 | $22.2M |
| Shartsis Friese LLP Associates 401(k) Plan | 011 | 13 | $4.1M |
| Shartsis Friese LLP Health Welfare Plan | 501 | 121 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
94-2288901 is the Employer Identification Number (EIN) Shartsis Friese LLP reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
