Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALBITZ/MILOE & ASSOCIATES, INC.
EIN 20-2123780financial servicesLatest filing 2025
Plans
2
Retirement
2
$11.1M assets
Welfare
0
Participants
16
23133 HAWTHORNE BOULEVARD, SUITE 305 - TORRANCE, CA 90505310-373-8861albitzmiloe.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.1M assets / 16 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
ALBITZ/MILOE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$9.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ALBITZ/MILOE & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants7
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 | ALBITZ/MILOE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $9.8M | 9 | 2025 | |
| 002 | ALBITZ/MILOE & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 7 | 2025 |
Retirement plans