Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LE GRAND MARKETING, INC.
EIN 33-0491240marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
67
1211 N. PATT STREET - ANAHEIM, CA 92801714-984-6217legrandmarketing.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 67 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
LE GRAND MARKETING, INC. 401(K) PLAN
401k
Assets$3.0M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LE GRAND MARKETING, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$582K
Participants34
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 | LE GRAND MARKETING, INC. 401(K) PLAN | 401k | $3.0M | 33 | 2024 | |
| 002 | LE GRAND MARKETING, INC. CASH BALANCE PENSION PLAN | CashBalance | $582K | 34 | 2025 |
Retirement plans