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Sponsor portfolio

JODY CLEGG REAL ESTATE

EIN 46-3625008-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$498K assets
Welfare
0
Participants
12
616 POINSETTIA AVENUE - CORONA DEL MAR, CA 92625714-270-0817
Plans on this EIN
2 filings
#002CashBalance-$276K - 6 part#001401k-$222K - 6 part

Retirement portfolio analytics

2 plans aggregated / $498K assets / 12 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • REAL ESTATE 401(K) (#001)45%
Total $498KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)6
  • REAL ESTATE 401(K) (#001)6
Total 12Click 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

JODY CLEGG REAL ESTATE CASH BALANCE PLAN

CashBalance

Assets$276K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JODY CLEGG REAL ESTATE 401(K) PLAN

401k

Assets$222K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JODY CLEGG REAL ESTATE CASH BALANCE PLANCashBalance$276K62024
001JODY CLEGG REAL ESTATE 401(K) PLAN401k$222K62025
Retirement plans
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