Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
BC & Coastal Inc.
EIN 45-5383458Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$438K assets
Welfare
0
Participants
4
840 NEWPORT CENTER DR, SUITE 100 - NEWPORT BEACH, CA 92660949-285-8380
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $438K assets / 4 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#004
THE GEORGINA JACOBSON GROUP CASH BALANCE PENSION PLAN
Cash balance
Assets$321K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE GEORGINA JACOBSON GROUP PROFIT SHARING PLAN/401(K)
401(k)
Assets$116K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | THE GEORGINA JACOBSON GROUP CASH BALANCE PENSION PLAN | Cash balance | $321K | 2 | 2025 | |
| 003 | THE GEORGINA JACOBSON GROUP PROFIT SHARING PLAN/401(K) | 401(k) | $116K | 2 | 2025 |
Retirement plans