Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIDGFORD & GLEASON
EIN 33-0425564Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$6.6M assets
Welfare
1
Participants
15
26 CORPORATE PLAZA DRIVE, STE 250 - NEWPORT BEACH, CA 92660949-831-6611
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 11 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
BRIDGFORD AND GLEASON CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$3.4M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BRIDGFORD AND GLEASON 401(K) PROFIT SHARING PLAN
401k
Assets$3.2M
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
BRIDGFORD AND GLEASON CASH BALANCE DEFINED BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRIDGFORD AND GLEASON CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $3.4M | 4 | 2024 | |
| 002 | BRIDGFORD AND GLEASON 401(K) PROFIT SHARING PLAN | 401k | $3.2M | 7 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | BRIDGFORD AND GLEASON CASH BALANCE DEFINED BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans