Sponsor portfolio
AARON S. BREGMAN
EIN 27-4398972Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$447K assets
Welfare
1
Participants
4
5000 N. PARKWAY CALABASAS, SUITE 302 - CALABASAS, CA 91302818-986-2217
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$447K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST | ProfitSharing | $447K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | AARON S. BREGMAN PROFIT SHARING PLAN AND TRUST | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans