Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
E3 REALTY ADVISORS, INC.
EIN 27-3680028real estateLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
14
501 WEST BROADWAY, SUITE 290 - SAN DIEGO, CA 92101619-567-7223e3realtyadvisors.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 14 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
E3 REALTY ADVISORS, INC. INCENTIVE SAVINGS PLAN
401k
Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
E3 REALTY ADVISORS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$453K
Participants7
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 | E3 REALTY ADVISORS, INC. INCENTIVE SAVINGS PLAN | 401k | $1.4M | 7 | 2025 | |
| 002 | E3 REALTY ADVISORS, INC. CASH BALANCE PENSION PLAN | CashBalance | $453K | 7 | 2025 |
Retirement plans