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Sponsor portfolio

ONCORD, INC.

EIN 20-4103916-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
6
P.O. BOX 547 - AGOURA HILLS, CA 91376818-687-0868
Plans on this EIN
2 filings
#001TraditionalDB-$4.8M - 3 part#002401k-$1.2M - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.9M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED BENEFIT PENSION (#001)80%
  • PROFIT SHARING PLAN (#002)20%
Total $5.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)3
  • PROFIT SHARING PLAN (#002)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#001

ONCORD, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$4.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ONCORD, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ONCORD, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$4.8M32024
002ONCORD, INC. 401(K) PROFIT SHARING PLAN401k$1.2M32024
Retirement plans
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