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  2. EVER GRAND INVESTMENT, LLC
Sponsor portfolio

EVER GRAND INVESTMENT, LLC

EIN 45-3816960-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$236K assets
Welfare
0
Participants
6
150 S LOS ROBLES AVE STE 455 - PASADENA, CA 91101626-844-9186
Plans on this EIN
2 filings
#002TraditionalDB-$119K - 3 part#001401k-$117K - 3 part

Retirement portfolio analytics

2 plans aggregated / $236K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • LLC RETIREMENT PLAN (#002)51%
  • INVESTMENT, LLC 401(K) (#001)49%
Total $236KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#002)3
  • INVESTMENT, LLC 401(K) (#001)3
Total 6Click 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

EVER GRAND INVESTMENT, LLC RETIREMENT PLAN

TraditionalDB

Assets$119K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EVER GRAND INVESTMENT, LLC 401(K) PLAN

401k

Assets$117K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002EVER GRAND INVESTMENT, LLC RETIREMENT PLANTraditionalDB$119K32024
001EVER GRAND INVESTMENT, LLC 401(K) PLAN401k$117K32024
Retirement plans
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