Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION
EIN 33-0942451Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$11.2M assets
Welfare
0
Participants
11
6B LIBERTY, SUITE 145 - ALISO VIEJO, CA 92656949-588-6171
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.2M assets / 11 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
CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
401k
Assets$8.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | 401k | $8.1M | 6 | 2025 | |
| 002 | CROCKETT & CROCKETT, A PROFESSIONAL CORPORATION CASH BALANCE PLAN | CashBalance | $3.1M | 5 | 2024 |
Retirement plans