Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
L. ALLEY LOANS, INC.
EIN 20-2761354Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
9
17011 BEACH BLVD, STE 1100 - HUNTINGTON BEACH, CA 92647714-536-9500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 9 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
L. ALLEY LOANS DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$2.5M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
L. ALLEY LOANS 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$982K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | L. ALLEY LOANS DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $2.5M | 3 | 2024 | |
| 002 | L. ALLEY LOANS 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $982K | 6 | 2024 |
Retirement plans