Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SOPO ASSET MANAGEMENT, INC.
EIN 27-1518560Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
20
1590-D ROSECRANS AVENUE, PMB 259 - MANHATTAN BEACH, CA 90266310-322-5301
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 20 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
SOPO ASSET MANAGEMENT, INC. PENSION PLAN
TraditionalDB
Assets$756K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SOPO ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$567K
Participants10
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 | SOPO ASSET MANAGEMENT, INC. PENSION PLAN | TraditionalDB | $756K | 10 | 2024 | |
| 001 | SOPO ASSET MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $567K | 10 | 2024 |
Retirement plans