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  2. ADVANCED PLANNING SERVICES, INC.
Sponsor portfolio

ADVANCED PLANNING SERVICES, INC.

EIN 33-0835426-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$51K assets
Welfare
0
Participants
6
855 S MAIN AVE., STE K 422 - FALLBROOK, CA 92028619-840-1222
Plans on this EIN
2 filings
#002401k-$26K - 3 part#001CashBalance-$25K - 3 part

Retirement portfolio analytics

2 plans aggregated / $51K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • MTR 401(K) (#002)51%
  • MTR PENSION (#001)49%
Total $51KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MTR 401(K) (#002)3
  • MTR PENSION (#001)3
Total 6Click 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#002

MTR 401(K) PLAN

401k

Assets$26K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MTR PENSION PLAN

CashBalance

Assets$25K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MTR 401(K) PLAN401k$26K32024
001MTR PENSION PLANCashBalance$25K32024
Retirement plans
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