PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FELIX AGRANOVICH AND ASSOCIATES, INC.
Sponsor portfolio

FELIX AGRANOVICH AND ASSOCIATES, INC.

EIN 20-3787020-Construction-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
63
2113 S. YALE ST - SANTA ANA, CA 92704949-481-5104
Plans on this EIN
2 filings
#001TraditionalDB-$3.1M - 19 part#002401k-$1.8M - 44 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 63 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • ASSOCIATES, INC. PENSION (#001)63%
  • INC. RETIREMENT PLAN (#002)37%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)44
  • ASSOCIATES, INC. PENSION (#001)19
Total 63Click 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#001

FELIX AGRANOVICH AND ASSOCIATES, INC. PENSION PLAN

TraditionalDB

Assets$3.1M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FELIX AGRANOVICH AND ASSOCIATES, INC. RETIREMENT PLAN

401k

Assets$1.8M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FELIX AGRANOVICH AND ASSOCIATES, INC. PENSION PLANTraditionalDB$3.1M192024
002FELIX AGRANOVICH AND ASSOCIATES, INC. RETIREMENT PLAN401k$1.8M442025
Retirement 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