Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNFOLD AGENCY, INC.
EIN 46-1107043Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
3
Retirement
3
$5.2M assets
Welfare
0
Participants
196
11801 TEALE ST. - LOS ANGELES, CA 90230818-237-0859
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.2M assets / 196 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#001
UNFOLD AGENCY, INC. 401(K) PLAN
401k
Assets$2.7M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
UNFOLD AGENCY, INC. RETIREMENT PLAN
CashBalance
Assets$2.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNFOLD AGENCY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$453K
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNFOLD AGENCY, INC. 401(K) PLAN | 401k | $2.7M | 96 | 2025 | |
| 003 | UNFOLD AGENCY, INC. RETIREMENT PLAN | CashBalance | $2.1M | 13 | 2025 | |
| 002 | UNFOLD AGENCY, INC. PROFIT SHARING PLAN | ProfitSharing | $453K | 87 | 2025 |
Retirement plans