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Sponsor portfolio

ADELI, LLP

EIN 46-4296517-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.8M assets
Welfare
0
Participants
16
719 OCAMPO DRIVE - PACIFIC PALISADES, CA 90272310-442-9300
Plans on this EIN
2 filings
#002TraditionalDB-$4.0M - 5 part#001ProfitSharing-$1.8M - 11 part

Retirement portfolio analytics

2 plans aggregated / $5.8M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#002)69%
  • PROFIT SHARING PLAN (#001)31%
Total $5.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)11
  • CASH BALANCE PLAN (#002)5
Total 16Click 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

ADELI LLP CASH BALANCE PLAN

TraditionalDB

Assets$4.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ADELI LLP PROFIT SHARING PLAN

ProfitSharing

Assets$1.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADELI LLP CASH BALANCE PLANTraditionalDB$4.0M52024
001ADELI LLP PROFIT SHARING PLANProfitSharing$1.8M112024
Retirement plans
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