Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMPETITIVE ANALYTICS, LLC
EIN 33-1141709information technology and servicesLatest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
13
620 NEWPORT CENTER DRIVE,SUITE 1100 - NEWPORT BEACH, CA 92660714-545-2555competitiveanalytics.comLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.5M assets / 13 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
COMPETITIVE ANALYTICS, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COMPETITIVE ANALYTICS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$609K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMPETITIVE ANALYTICS, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.9M | 7 | 2024 | |
| 001 | COMPETITIVE ANALYTICS, LLC 401(K) PROFIT SHARING PLAN | 401k | $609K | 6 | 2024 |
Retirement plans