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Sponsor portfolio

GREAT YEAR, INC.

EIN 46-5137517-market research-Latest filing 2025
Plans
2
Retirement
2
$801K assets
Welfare
0
Participants
25
904 S MAIN AVENUE - FALLBROOK, CA 92028760-723-8050great-bear.bizLinkedIn1-10 employeesmarket research
Plans on this EIN
2 filings
#001401k-$540K - 14 part#002CashBalance-$261K - 11 part

Retirement portfolio analytics

2 plans aggregated / $801K assets / 25 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFIT SHARING PLAN (#001)67%
  • CASH BALANCE PLAN (#002)33%
Total $801KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)14
  • CASH BALANCE PLAN (#002)11
Total 25Click 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#001

GREAT YEAR, INC. PROFIT SHARING PLAN

401k

Assets$540K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GREAT YEAR, INC. CASH BALANCE PLAN

CashBalance

Assets$261K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GREAT YEAR, INC. PROFIT SHARING PLAN401k$540K142025
002GREAT YEAR, INC. CASH BALANCE PLANCashBalance$261K112024
Retirement plans
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