Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE LOAN STORY
EIN 20-3118998financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
9
4880 STEVENS CREEK BLVD, #200 - SAN JOSE, CA 95129408-205-4965theloanstory.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M 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
THE LOAN STORY 401(K) PLAN
401k
Assets$913K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE LOAN STORY DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$712K
Participants3
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 | THE LOAN STORY 401(K) PLAN | 401k | $913K | 6 | 2025 | |
| 003 | THE LOAN STORY DEFINED BENEFIT PENSION PLAN | TraditionalDB | $712K | 3 | 2025 |
Retirement plans