Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHEL & ASSOCIATES, A PROFESSIONAL CORPORATION
EIN 27-0313611Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$9.1M assets
Welfare
0
Participants
55
180 E. OCEAN BLVD., SUITE 200 - LONG BEACH, CA 90802562-216-4444
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.1M assets / 55 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#001
MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$6.6M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MICHEL & ASSOCIATES PENSION PLAN
CashBalance
Assets$2.4M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MICHEL & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $6.6M | 30 | 2025 | |
| 002 | MICHEL & ASSOCIATES PENSION PLAN | CashBalance | $2.4M | 25 | 2025 |
Retirement plans