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Sponsor portfolio

EPITOME TRADING INC.

EIN 45-3940010-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
26
927 MCGARRY ST. - LOS ANGELES, CA 90021213-216-3200
Plans on this EIN
2 filings
#003CashBalance-$1.3M - 12 part#001401k-$771K - 14 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#003)62%
  • INC. RETIREMENT PLAN (#001)38%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)14
  • CASH BALANCE PLAN (#003)12
Total 26Click 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#003

EPITOME TRADING INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EPITOME TRADING INC. RETIREMENT PLAN

401k

Assets$771K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003EPITOME TRADING INC. CASH BALANCE PLANCashBalance$1.3M122024
001EPITOME TRADING INC. RETIREMENT PLAN401k$771K142024
Retirement plans
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