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Sponsor portfolio

ONLY ESCROW

EIN 26-0734597-real estate-Latest filing 2025
Plans
2
Retirement
2
$919K assets
Welfare
0
Participants
23
6300 CANOGA AVENUE, SUITE 590 - WOODLAND HILLS, CA 91367818-710-8221only-escrow.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filings
#001401k-$562K - 16 part#002CashBalance-$357K - 7 part

Retirement portfolio analytics

2 plans aggregated / $919K assets / 23 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PROFIT SHARING PLAN (#001)61%
  • CASH BALANCE PENSION (#002)39%
Total $919KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)16
  • CASH BALANCE PENSION (#002)7
Total 23Click 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

ONLY ESCROW 401(K) PROFIT SHARING PLAN

401k

Assets$562K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ONLY ESCROW CASH BALANCE PENSION PLAN

CashBalance

Assets$357K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ONLY ESCROW 401(K) PROFIT SHARING PLAN401k$562K162025
002ONLY ESCROW CASH BALANCE PENSION PLANCashBalance$357K72025
Retirement plans
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