Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WELSH ADVISORS, INC.
EIN 46-4760047financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
18
16081 SANTA BARBARA LN - HUNTINGTON BEACH, CA 92649714-815-5267welshadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 18 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
WELSH ADVISORS, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$3.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
WELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WELSH ADVISORS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $3.8M | 8 | 2024 | |
| 001 | WELSH ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.4M | 10 | 2025 |
Retirement plans