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Sponsor portfolio

DIANA BRAUN

EIN 47-1113595-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$543K assets
Welfare
0
Participants
3
36 HALDERMAN ROAD - SANTA MONICA, CA 90402310-866-5039
Plans on this EIN
2 filings
#002TraditionalDB-$440K - 2 part#001ProfitSharing-$103K - 1 part

Retirement portfolio analytics

2 plans aggregated / $543K assets / 3 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • BRAUN RETIREMENT PLAN (#002)81%
  • DIANA BRAUN Savings (#001)19%
Total $543KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BRAUN RETIREMENT PLAN (#002)2
  • DIANA BRAUN Savings (#001)1
Total 3Click 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

DIANA BRAUN RETIREMENT PLAN

TraditionalDB

Assets$440K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DIANA BRAUN SAVINGS PLAN

ProfitSharing

Assets$103K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002DIANA BRAUN RETIREMENT PLANTraditionalDB$440K22024
001DIANA BRAUN SAVINGS PLANProfitSharing$103K12024
Retirement plans
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