Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KETCHUM INVESTMENT MANAGEMENT COMPANY, INC.
EIN 20-1739841Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$653K assets
Welfare
0
Participants
4
225 MEMORY LANE - SANTA ANA, CA 92705949-387-4015
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $653K 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#001
KETCHUM INVESTMENT MANAGEMENT COMPANY INC. 401(K) PLAN
401k
Assets$543K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KETCHUM INVESTMENT MANAGEMENT COMPANY INC. CASH BALANCE PLAN
CashBalance
Assets$110K
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 | |
|---|---|---|---|---|---|---|
| 001 | KETCHUM INVESTMENT MANAGEMENT COMPANY INC. 401(K) PLAN | 401k | $543K | 2 | 2025 | |
| 002 | KETCHUM INVESTMENT MANAGEMENT COMPANY INC. CASH BALANCE PLAN | CashBalance | $110K | 2 | 2025 |
Retirement plans