Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PGS HOME LOANS, INC.
EIN 20-4467957financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
1146 RANCHO ENCINITAS - ENCINITAS, CA 92024858-442-9667pgshomeloans.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 8 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#002
PGS HOME LOANS, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$863K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PGS HOME LOANS, INC 401(K) PROFIT SHARING PLAN
401k
Assets$222K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PGS HOME LOANS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $863K | 4 | 2024 | |
| 003 | PGS HOME LOANS, INC 401(K) PROFIT SHARING PLAN | 401k | $222K | 4 | 2025 |
Retirement plans