Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STEPHANIE YOUNGER GROUP, INC.
EIN 45-4064376Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
26
7296 W. MANCHESTER AVE. - LOS ANGELES, CA 90045310-710-4959stephanieyounggroup.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 26 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#002
STEPHANIE YOUNGER GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
STEPHANIE YOUNGER GROUP, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$524K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEPHANIE YOUNGER GROUP, INC. CASH BALANCE PLAN | CashBalance | $1.9M | 11 | 2024 | |
| 001 | STEPHANIE YOUNGER GROUP, INC. PROFIT SHARING PLAN | ProfitSharing | $524K | 15 | 2024 |
Retirement plans