Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATIONAL EQUITY FUNDING, INC.
EIN 26-4826969financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
PO BOX 51182 - IRVINE, CA 92619949-387-1438linkedin.com/in/colleenbradyLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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
NATIONAL EQUITY FUNDING INC. 401(K) PROFIT SHARING PLAN
401k
Assets$914K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NATIONAL EQUITY FUNDING, INC. CASH BALANCE PLAN
CashBalance
Assets$789K
Participants2
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 | NATIONAL EQUITY FUNDING INC. 401(K) PROFIT SHARING PLAN | 401k | $914K | 2 | 2025 | |
| 001 | NATIONAL EQUITY FUNDING, INC. CASH BALANCE PLAN | CashBalance | $789K | 2 | 2024 |
Retirement plans