Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAUL O. SOLORZANO, SOLE PROPRIETORSHIP
EIN 02-0536800Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
4
3490 CALIFORNIA STREET, SUITE 201 - SAN FRANCISCO, CA 94118628-246-1030
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 4 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
PAUL O. SOLORZANO, SOLE PROPRIETORSHIP 401(K) PLAN
401k
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PAUL O. SOLORZANO, SOLE PROPRIETORSHIP CASH BALANCE PLAN
CashBalance
Assets$248K
Participants2
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 | PAUL O. SOLORZANO, SOLE PROPRIETORSHIP 401(K) PLAN | 401k | $1.4M | 2 | 2025 | |
| 003 | PAUL O. SOLORZANO, SOLE PROPRIETORSHIP CASH BALANCE PLAN | CashBalance | $248K | 2 | 2025 |
Retirement plans