Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$563K
Filings through .
MJ Urcelay & Associates Inc.
EIN 26-2703680Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$895K assets
Health & Benefits
0
Participants
4
1345 ENCINITAS BLVD STE E234 - ENCINITAS, CA 92024760-415-9689
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $895K assets / 4 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MJ URCELAY DEFINED BENEFIT PLAN & TRUST
Traditional DB
Assets$563K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MJ URCELAY 401(K) PLAN
401(k)
Assets$332K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MJ URCELAY DEFINED BENEFIT PLAN & TRUST | Traditional DB | $563K | 2 | 2025 |
| #001 | MJ URCELAY 401(K) PLAN | 401(k) | $332K | 2 | 2025 |
- #002 · Traditional DB · 20252
- #001 · 401(k) · 20252
Retirement plans