Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STELLER PENSION CONSULTANTS, INC.
EIN 47-2620634Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
7777 ALVARADO RD., SUITE 302 - LA MESA, CA 919428263619-280-9761
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 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
STELLER PENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$554K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STELLER PENSION CONSULTANTS, INC. CASH BALANCE PLAN
CashBalance
Assets$542K
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 | STELLER PENSION CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | 401k | $554K | 3 | 2024 | |
| 002 | STELLER PENSION CONSULTANTS, INC. CASH BALANCE PLAN | CashBalance | $542K | 3 | 2024 |
Retirement plans