Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
CHRISTOPHER CONGLETON
EIN 33-0910443Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
10
850 NORTH PARTON STREET - SANTA ANA, CA 92701714-543-8400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 10 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
CHRISTOPHER CONGLETON 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CHRISTOPHER CONGLETON CASH BALANCE PLAN
CashBalance
Assets$988K
Participants5
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 | CHRISTOPHER CONGLETON 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.1M | 5 | 2025 | |
| 002 | CHRISTOPHER CONGLETON CASH BALANCE PLAN | CashBalance | $988K | 5 | 2024 |
Retirement plans