Assets by plan
Share of aggregate retirement assets
94%top
Sponsor portfolio
DONNA L. MEDREA, A SOLE PROPRIETORSHIP
EIN 20-2157061Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
8
5754 DOLPHIN PLACE - LA JOLLA, CA 92037
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 8 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
DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DONNA L. MEDREA, A SOLE PROPRIETORSHIP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$150K
Participants4
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 | DONNA L. MEDREA, A SOLE PROPRIETORSHIP DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $2.4M | 4 | 2024 | |
| 002 | DONNA L. MEDREA, A SOLE PROPRIETORSHIP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $150K | 4 | 2024 |
Retirement plans