Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BELL ROCK GROWERS, INC.
EIN 02-0662864consumer goodsLatest filing 2025
Plans
2
Retirement
2
$6.8M assets
Welfare
0
Participants
40
3700 N TWIN OAKS VALLEY ROAD - SAN MARCOS, CA 92069760-591-4151bellrockgrowers.comLinkedIn11-50 employeesconsumer goods
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.8M assets / 40 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#001
401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY BELL ROCK GROWERS, INC.
401k
Assets$3.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BELL ROCK GROWERS CASH BALANCE PLAN
CashBalance
Assets$3.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) MATRIX RETIREMENT PLAN AS ADOPTED BY BELL ROCK GROWERS, INC. | 401k | $3.6M | 20 | 2025 | |
| 002 | BELL ROCK GROWERS CASH BALANCE PLAN | CashBalance | $3.2M | 20 | 2025 |
Retirement plans