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Sponsor portfolio

CHARLES SMALL & ASSOCIATES

EIN 34-2060428-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$261K assets
Welfare
0
Participants
4
PO BOX 601625 - SACRAMENTO, CA 95860916-217-0725
Plans on this EIN
2 filings
#002CashBalance-$194K - 2 part#001401k-$67K - 2 part

Retirement portfolio analytics

2 plans aggregated / $261K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • & ASSOCIATES PENSION (#002)75%
  • ASSOCIATES 401K PLAN (#001)25%
Total $261KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATES PENSION (#002)2
  • ASSOCIATES 401K PLAN (#001)2
Total 4Click 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

CHARLES SMALL & ASSOCIATES PENSION PLAN

CashBalance

Assets$194K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

CHARLES SMALL & ASSOCIATES 401K PLAN

401k

Assets$67K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHARLES SMALL & ASSOCIATES PENSION PLANCashBalance$194K22024
001CHARLES SMALL & ASSOCIATES 401K PLAN401k$67K22024
Retirement plans
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