Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WILLIAM PAULSEN & ASSOCIATES, AP
EIN 33-0863802Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$711K assets
Welfare
0
Participants
12
505 NORTH TUSTIN AVE, SUITE 100 - SANTA ANA, CA 92705949-456-1152
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $711K assets / 12 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#002
WILLIAM PAULSEN & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$399K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WILLIAM PAULSEN & ASSOCIATES 401K PLAN
401k
Assets$302K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WILLIAM PAULSEN & ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$10K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WILLIAM PAULSEN & ASSOCIATES CASH BALANCE PLAN | CashBalance | $399K | 3 | 2024 | |
| 001 | WILLIAM PAULSEN & ASSOCIATES 401K PLAN | 401k | $302K | 6 | 2025 | |
| 003 | WILLIAM PAULSEN & ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $10K | 3 | 2024 |
Retirement plans