PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. RICHARD A. WEINTRAUB PC
Sponsor portfolio

RICHARD A. WEINTRAUB PC

EIN 20-2306769-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$1.1M assets
Welfare
1
Participants
9
10085 CARROLL CANYON ROAD, SUITE 230 - SAN DIEGO, CA 92131858-566-7010LinkedIn1-10 employees
Plans on this EIN
3 filings
#002TraditionalDB-$1.0M - 3 part#001ProfitSharing-$84K - 3 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PENSION PLAN PENSION (#002)92%
  • PROFIT SHARING PLAN (#001)8%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PENSION PLAN PENSION (#002)3
  • PROFIT SHARING PLAN (#001)3
Total 6Click 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

RICHARD WEINTRAUB PC DEFINED BENEFIT PENSION PLAN PENSION PLAN

TraditionalDB

Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RICHARD A. WEINTRAUB PC PROFIT SHARING PLAN

ProfitSharing

Assets$84K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

RICHARD WEINTRAUB PC DEFINED BENEFIT PENSION PLAN PENSION PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RICHARD WEINTRAUB PC DEFINED BENEFIT PENSION PLAN PENSION PLANTraditionalDB$1.0M32024
001RICHARD A. WEINTRAUB PC PROFIT SHARING PLANProfitSharing$84K32025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002RICHARD WEINTRAUB PC DEFINED BENEFIT PENSION PLAN PENSION PLANSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica