PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NICA REALTY LLC
Sponsor portfolio

NICA REALTY LLC

EIN 46-4782768-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$939K assets
Welfare
0
Participants
4
37 CHANDON - NEWPORT COAST, CA 92657949-887-9558
Plans on this EIN
2 filings
#002TraditionalDB-$637K - 2 part#001401k-$302K - 2 part

Retirement portfolio analytics

2 plans aggregated / $939K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN & TRUST (#002)68%
  • PLAN & TRUST (#001)32%
Total $939KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)2
  • PLAN & TRUST (#001)2
Total 4Click 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

ELITE FINANCIAL DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$637K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ELITE FINANCIAL 401(K) PLAN & TRUST

401k

Assets$302K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ELITE FINANCIAL DEFINED BENEFIT PLAN & TRUSTTraditionalDB$637K22025
001ELITE FINANCIAL 401(K) PLAN & TRUST401k$302K22025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica