Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENJAMIN STRACK
EIN 45-3309811Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$877K assets
Welfare
0
Participants
15
23 CORPORATE PLAZA DR., STE 150 - NEWPORT BEACH, CA 92660949-629-2560
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $877K assets / 15 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
BENJAMIN STRACK 401K PLAN
401k
Assets$663K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
OC SPORT PSYCHOLOGY DEFINE BENEFIT PLAN
TraditionalDB
Assets$214K
Participants11
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 | BENJAMIN STRACK 401K PLAN | 401k | $663K | 4 | 2024 | |
| 002 | OC SPORT PSYCHOLOGY DEFINE BENEFIT PLAN | TraditionalDB | $214K | 11 | 2024 |
Retirement plans