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  2. LARRY YOUNG & ASSOCIATES
Sponsor portfolio

LARRY YOUNG & ASSOCIATES

EIN 46-5453671-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
4
131 SOUTH RODEO DRIVE - BEVERLY HILLS, CA 90212310-777-2879LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$2.5M - 2 part#002TraditionalDB-$1.5M - 2 part

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • & ASSOCIATES 401(K) (#001)62%
  • DEFINED BENEFIT PENSION (#002)38%
Total $4.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATES 401(K) (#001)2
  • DEFINED BENEFIT PENSION (#002)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#001

LARRY YOUNG & ASSOCIATES 401(K) PLAN

401k

Assets$2.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

LARRY YOUNG & ASSOCIATES DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LARRY YOUNG & ASSOCIATES 401(K) PLAN401k$2.5M22024
002LARRY YOUNG & ASSOCIATES DEFINED BENEFIT PENSION PLANTraditionalDB$1.5M22024
Retirement plans
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