Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
NBS GOVERNMENT FINANCE GROUP
EIN 33-0712512Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$23.1M assets
Welfare
0
Participants
118
32605 TEMECULA PARKWAY STE 100 - TEMECULA, CA 925926838951-296-1997
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $23.1M assets / 118 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
NBS GOVERNMENT FINANCE GROUP 401(K) PLAN
401k
Assets$14.4M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
NBS GOVERNMENT FINANCE GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$8.8M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NBS GOVERNMENT FINANCE GROUP 401(K) PLAN | 401k | $14.4M | 61 | 2024 | |
| 002 | NBS GOVERNMENT FINANCE GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $8.8M | 57 | 2024 |
Retirement plans