Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERALTA REAL ESTATE SERVICES, INC.
EIN 46-3467273Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$454K assets
Welfare
0
Participants
7
602 E OJAI AVE - OJAI, CA 93023805-794-7458
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $454K assets / 7 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
PERALTA REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$245K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PERALTA REAL ESTATE SERVICES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$209K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PERALTA REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $245K | 4 | 2025 | |
| 001 | PERALTA REAL ESTATE SERVICES, INC. CASH BALANCE PENSION PLAN | CashBalance | $209K | 3 | 2025 |
Retirement plans