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Sponsor portfolio

KRISTIN MICHELLE PROPERTIES

EIN 47-1389963-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
2322 PRIVATE RD. - NEWPORT BEACH, CA 92630562-537-0809
Plans on this EIN
2 filings
#002TraditionalDB-$675K - 4 part#001401k-$470K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DEFINED BENEFIT PENSION (#002)59%
  • PROFIT SHARING PLAN (#001)41%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#002)4
  • PROFIT SHARING PLAN (#001)4
Total 8Click 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

KRISTIN MICHELLE PROPERTIES DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$675K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

KRISTIN MICHELLE PROPERTIES 401(K) PROFIT SHARING PLAN

401k

Assets$470K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KRISTIN MICHELLE PROPERTIES DEFINED BENEFIT PENSION PLANTraditionalDB$675K42024
001KRISTIN MICHELLE PROPERTIES 401(K) PROFIT SHARING PLAN401k$470K42024
Retirement plans
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