Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOWNELEY CAPITAL MANAGEMENT, INC
EIN 46-3728846investment managementLatest filing 2025
Plans
2
Retirement
2
$34.2M assets
Welfare
0
Participants
50
23197 LA CADENA DRIVE, SUITE 103 - LAGUNA HILLS, CA 92653800-545-4442towneley.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $34.2M assets / 50 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
TOWNELEY CAPITAL MANAGEMENT, INC 401(K) PROFIT SHARING PLAN
401k
Assets$31.2M
Participants31
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
TCM EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$3.0M
Participants19
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 | TOWNELEY CAPITAL MANAGEMENT, INC 401(K) PROFIT SHARING PLAN | 401k | $31.2M | 31 | 2025 | |
| 001 | TCM EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.0M | 19 | 2024 |
Retirement plans