Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARRILLO, URBINA & GARCIA, INC.
EIN 05-0632093Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
26
16980 E. FOOTHILL BLVD. #E - FONTANA, CA 92335909-434-0808
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 26 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
CARRILLO, URBINA & GARCIA, INC. CASH BALANCE PLAN
CashBalance
Assets$672K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CARRILLO, URBINA & GARCIA, INC. 401(K) PLAN
401k
Assets$407K
Participants13
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 | CARRILLO, URBINA & GARCIA, INC. CASH BALANCE PLAN | CashBalance | $672K | 13 | 2024 | |
| 001 | CARRILLO, URBINA & GARCIA, INC. 401(K) PLAN | 401k | $407K | 13 | 2024 |
Retirement plans