PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ECONOMIC CONCEPTS
Sponsor portfolio

ECONOMIC CONCEPTS

EIN 22-2292219-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
10
67 BEAVER AVE. - ANNANDALE, NJ 08801908-735-4000
Plans on this EIN
2 filings
#001401k-$4.3M - 5 part#002CashBalance-$2.2M - 5 part

Retirement portfolio analytics

2 plans aggregated / $6.6M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CONCEPTS 401K PLAN (#001)66%
  • CASH BALANCE PLAN (#002)34%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONCEPTS 401K PLAN (#001)5
  • CASH BALANCE PLAN (#002)5
Total 10Click 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

ECONOMIC CONCEPTS 401K PLAN

401k

Assets$4.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ECONOMIC CONCEPTS CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ECONOMIC CONCEPTS 401K PLAN401k$4.3M52024
002ECONOMIC CONCEPTS CASH BALANCE PLANCashBalance$2.2M52024
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