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Sponsor portfolio

LATITUDE 33 PLANNING & ENGINEERING

EIN 33-0582561-civil engineering-Latest filing 2024
Plans
3
Retirement
3
$12.9M assets
Welfare
0
Participants
217
10731 TREENA STREET - SAN DIEGO, CA 92131858-875-1717latitude33.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
3 filings
#001401k-$11.2M - 108 part#004CashBalance-$1.5M - 55 part#002ProfitSharing-$160K - 54 part

Retirement portfolio analytics

3 plans aggregated / $12.9M assets / 217 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PROFIT SHARING PLAN (#001)87%
  • CASH BALANCE PLAN (#004)11%
  • SHARING PLAN 002 (#002)1%
Total $12.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)108
  • CASH BALANCE PLAN (#004)55
  • SHARING PLAN 002 (#002)54
Total 217Click 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

LATITUDE 33 401(K) PROFIT SHARING PLAN

401k

Assets$11.2M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004

LATITUDE 33 PLANNING & ENGINEERING CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LATITUDE 33 - PROFIT SHARING PLAN 002

ProfitSharing

Assets$160K
Participants54
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001LATITUDE 33 401(K) PROFIT SHARING PLAN401k$11.2M1082024
004LATITUDE 33 PLANNING & ENGINEERING CASH BALANCE PLANCashBalance$1.5M552024
002LATITUDE 33 - PROFIT SHARING PLAN 002ProfitSharing$160K542024
Retirement plans
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