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Sponsor portfolio

CASEADVANCE

EIN 34-2049881-financial services-Latest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
10
650 TOWN CENTER DRIVE, SUITE 1830 - COSTA MESA, CA 92626714-460-3046caseadvance.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#002CashBalance-$4.9M - 6 part#001401k-$826K - 4 part

Retirement portfolio analytics

2 plans aggregated / $5.7M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • CASH BALANCE PLAN (#002)86%
  • PROFIT SHARING PLAN (#001)14%
Total $5.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • PROFIT SHARING PLAN (#001)4
Total 10Click 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

CASEADVANCE CASH BALANCE PLAN

CashBalance

Assets$4.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CASEADVANCE 401(K) PROFIT SHARING PLAN

401k

Assets$826K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CASEADVANCE CASH BALANCE PLANCashBalance$4.9M62024
001CASEADVANCE 401(K) PROFIT SHARING PLAN401k$826K42024
Retirement plans
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