Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AARONS WARD, A PROFESSIONAL CORPORATION
EIN 27-0420198Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$915K assets
Welfare
0
Participants
8
23801 CALABASAS ROAD, SUITE 2001 - CALABASAS, CA 91302818-794-7100
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $915K assets / 8 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
AARONS WARD, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN
CashBalance
Assets$820K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AARONS WARD, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
ProfitSharing
Assets$95K
Participants5
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 | AARONS WARD, A PROFESSIONAL CORPORATION CASH BALANCE PENSION PLAN | CashBalance | $820K | 3 | 2025 | |
| 001 | AARONS WARD, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $95K | 5 | 2025 |
Retirement plans