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Sponsor portfolio

TAKE ONE PRODUCTIONS, INC.

EIN 20-1270601-Information-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
10
3002 DOW AVE., #406 - TUSTIN, CA 92780714-731-4011
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 5 part#001401k-$644K - 5 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • PRODUCTIONS, INC. 401(K) (#001)38%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • PRODUCTIONS, INC. 401(K) (#001)5
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TAKE ONE PRODUCTIONS, INC. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TAKE ONE PRODUCTIONS, INC. 401(K) PLAN

401k

Assets$644K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TAKE ONE PRODUCTIONS, INC. CASH BALANCE PLANCashBalance$1.1M52024
001TAKE ONE PRODUCTIONS, INC. 401(K) PLAN401k$644K52025
Retirement plans
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