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Sponsor portfolio

LITTLE BUDDY LLC

EIN 27-1910562-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$7.1M assets
Welfare
0
Participants
86
270 EAST PALAIS ROAD - ANAHEIM, CA 92805213-291-7330LinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$4.0M - 41 part#001401k-$3.1M - 45 part

Retirement portfolio analytics

2 plans aggregated / $7.1M assets / 86 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#002)57%
  • LITTLE BUDDY 401(K) (#001)43%
Total $7.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LITTLE BUDDY 401(K) (#001)45
  • CASH BALANCE PLAN (#002)41
Total 86Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LITTLE BUDDY CASH BALANCE PLAN

CashBalance

Assets$4.0M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LITTLE BUDDY 401(K) PLAN

401k

Assets$3.1M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LITTLE BUDDY CASH BALANCE PLANCashBalance$4.0M412024
001LITTLE BUDDY 401(K) PLAN401k$3.1M452025
Retirement plans
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