Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PATRICIO T.D. BARRERA, APC
EIN 26-1770312Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
7
2298 E. MAPLE AVENUE - EL SEGUNDO, CA 90245310-802-1500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 7 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
BARRERA & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BARRERA & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$358K
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 | BARRERA & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.4M | 3 | 2024 | |
| 003 | BARRERA & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $358K | 4 | 2024 |
Retirement plans