Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADAPT AUTOMATION, INC.
EIN 33-0304004machineryLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
93
3609 W. MACARTHUR BLVD., SUITE 811 - SANTA ANA, CA 92704714-724-1404adaptautomation.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 93 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
ADAPT AUTOMATION, INC.PROFIT SHARING PLAN
401k
Assets$3.0M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADAPT AUTOMATION, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$925K
Participants38
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 | ADAPT AUTOMATION, INC.PROFIT SHARING PLAN | 401k | $3.0M | 55 | 2024 | |
| 002 | ADAPT AUTOMATION, INC. DEFINED BENEFIT PLAN | TraditionalDB | $925K | 38 | 2024 |
Retirement plans