Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEOPLES OAKLAND, INC.
EIN 23-7407933Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$321K assets
Welfare
0
Participants
24
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $321K assets / 24 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
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PEOPLES OAKLAND, INC.
ProfitSharing
Assets$232K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PEOPLES OAKLAND, INC.
401k
Assets$90K
Participants8
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 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF PEOPLES OAKLAND, INC. | ProfitSharing | $232K | 16 | 2025 | |
| 002 | PEOPLES OAKLAND, INC. | 401k | $90K | 8 | 2025 |
Retirement plans