PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FRESCODATA, LLC
Sponsor portfolio

FRESCODATA, LLC

EIN 45-5194275-marketing and advertising-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
18
5838 EDISON PL - CARLSBAD, CA 92008888-902-5106frescodata.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#002CashBalance-$797K - 7 part#001401k-$773K - 11 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • LLC RETIREMENT TRUST (#001)49%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT TRUST (#001)11
  • CASH BALANCE PLAN (#002)7
Total 18Click 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

FRESCODATA LLC CASH BALANCE PLAN

CashBalance

Assets$797K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FRESCODATA LLC RETIREMENT TRUST

401k

Assets$773K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FRESCODATA LLC CASH BALANCE PLANCashBalance$797K72024
001FRESCODATA LLC RETIREMENT TRUST401k$773K112024
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