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Sponsor portfolio

LOREENG, INC.

EIN 20-2213327-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
7
9070 IRVINE CENTER DRIVE, SUITE 230 - IRVINE, CA 92618949-748-1177
Plans on this EIN
2 filings
#002CashBalance-$2.7M - 3 part#001401k-$1.4M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PLAN (#002)66%
  • WEALTHWISE FINANCIAL 401(K) (#001)34%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WEALTHWISE FINANCIAL 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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

WEALTHWISE FINANCIAL CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

WEALTHWISE FINANCIAL 401(K) PLAN

401k

Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WEALTHWISE FINANCIAL CASH BALANCE PLANCashBalance$2.7M32024
001WEALTHWISE FINANCIAL 401(K) PLAN401k$1.4M42024
Retirement plans
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