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  2. PARDEEP SINGH GREWAL, A PROFESSIONAL CORPORATION
Sponsor portfolio

PARDEEP SINGH GREWAL, A PROFESSIONAL CORPORATION

EIN 26-1468649-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$262K assets
Welfare
0
Participants
14
20980 REDWOOD RD., SUITE 240 - CASTRO VALLEY, CA 94546510-414-2168
Plans on this EIN
2 filings
#002TraditionalDB-$242K - 7 part#001ProfitSharing-$21K - 7 part

Retirement portfolio analytics

2 plans aggregated / $262K assets / 14 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • PLAN & TRUST (#002)92%
  • PLAN & TRUST (#001)8%
Total $262KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)7
  • PLAN & TRUST (#001)7
Total 14Click 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#002

PARDEEP SINGH GREWAL, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$242K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

PARDEEP SINGH GREWAL, A PROFESSIONAL CORPORATION 401(K) PLAN & TRUST

ProfitSharing

Assets$21K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PARDEEP SINGH GREWAL, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN & TRUSTTraditionalDB$242K72024
001PARDEEP SINGH GREWAL, A PROFESSIONAL CORPORATION 401(K) PLAN & TRUSTProfitSharing$21K72024
Retirement plans
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