Assets by plan
Share of aggregate retirement assets
Filings through .
Towneley Capital Management, Inc
EIN 46-3728846investment managementLatest filing 2025
Plans
2
Retirement
2
$34.5M assets
Health & Benefits
0
Participants
50
23197 LA CADENA DRIVE, SUITE 103 - LAGUNA HILLS, CA 92653949-837-3580towneley.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.5M assets / 50 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
TOWNELEY CAPITAL MANAGEMENT, INC 401(K) PROFIT SHARING PLAN
401(k)
Assets$31.2M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
TCM EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.4M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | TOWNELEY CAPITAL MANAGEMENT, INC 401(K) PROFIT SHARING PLAN | 401(k) | $31.2M | 31 | 2025 |
| #001 | TCM EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.4M | 19 | 2025 |
- #002 · 401(k) · 202531
- #001 · ESOP · 202519
Retirement plans