Assets by plan
Share of aggregate retirement assets
Filings through .
Stapleton Group
EIN 27-1649941Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
3
Retirement
2
$5.1M assets
Health & Benefits
1
Participants
46
514 VIA DELA VALLE, SUITE 210 - SOLANA BEACH, CA 92075213-235-0601
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $5.1M assets / 36 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#001
STAPLETON GROUP 401(K) PLAN
401(k)
Assets$3.3M
Participants26
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
STAPLETON GROUP DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$1.8M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
STAPLETON GROUP DEFINED BENEFIT PENSION PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | STAPLETON GROUP 401(K) PLAN | 401(k) | $3.3M | 26 | 2024 |
| #002 | STAPLETON GROUP DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.8M | 10 | 2024 |
- #001 · 401(k) · 202426
- #002 · Traditional DB · 202410
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | STAPLETON GROUP DEFINED BENEFIT PENSION PLAN | Self-funded | - | $0 | 0 | 2024 |
- #002 · Self-funded · 20240
Retirement plans
Health & Benefits plans