Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FRANK BERRY DESIGNS INC.
EIN 47-1840929architecture & planningLatest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
13
3197 AIRPORT LOOP DRIVE, BUILDING E - COSTA MESA, CA 92626949-929-7131werfrank.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 13 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FRANK BERRY DESIGNS INC. 401(K) PROFIT SHARING PLAN
401k
Assets$552K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANK BERRY DESIGNS INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$491K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FRANK BERRY DESIGNS INC. 401(K) PROFIT SHARING PLAN | 401k | $552K | 10 | 2024 | |
| 002 | FRANK BERRY DESIGNS INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $491K | 3 | 2024 |
Retirement plans