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Sponsor portfolio

ELDER ASHRAM

EIN 32-0041630-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$338K assets
Welfare
0
Participants
80
3121 FRUITVALE AVENUE - OAKLAND, CA 94602510-842-3192elderashram.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$208K - 46 part#002ESOP-$130K - 34 part

Retirement portfolio analytics

2 plans aggregated / $338K assets / 80 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • ELDER ASHRAM 401(K) (#001)62%
  • STOCK OWNERSHIP 401(K) (#002)38%
Total $338KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ELDER ASHRAM 401(K) (#001)46
  • STOCK OWNERSHIP 401(K) (#002)34
Total 80Click 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#001

ELDER ASHRAM 401(K) PLAN

401k

Assets$208K
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELDER ASHRAM EMPLOYEE STOCK OWNERSHIP 401(K) PLAN

ESOP

Assets$130K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELDER ASHRAM 401(K) PLAN401k$208K462024
002ELDER ASHRAM EMPLOYEE STOCK OWNERSHIP 401(K) PLANESOP$130K342024
Retirement plans
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