PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EARLE ASSOCIATES ARIZONA, INC.
Sponsor portfolio

EARLE ASSOCIATES ARIZONA, INC.

EIN 45-4149957-semiconductors-Latest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
28
8161 E. INDIAN BEND ROAD, STE. 101 - SCOTTSDALE, AZ 85250480-921-3305earleaz.comLinkedIn11-50 employeessemiconductors
Plans on this EIN
2 filings
#001401k-$4.2M - 16 part#003CashBalance-$1.2M - 12 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • PLAN AND TRUST (#001)77%
  • CASH BALANCE PLAN (#003)23%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)16
  • CASH BALANCE PLAN (#003)12
Total 28Click 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#001

EARLE ASSOCIATES ARIZONA, LLC 401-K PROFIT SHARING PLAN AND TRUST

401k

Assets$4.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

EARLE ASSOCIATES ARIZONA, INC. CASH BALANCE PLAN

CashBalance

Assets$1.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EARLE ASSOCIATES ARIZONA, LLC 401-K PROFIT SHARING PLAN AND TRUST401k$4.2M162025
003EARLE ASSOCIATES ARIZONA, INC. CASH BALANCE PLANCashBalance$1.2M122025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica