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Sponsor portfolio

CEREBRAL ASSETS, LLC

EIN 47-4612014-management consulting-Latest filing 2024
Plans
2
Retirement
2
$227K assets
Welfare
0
Participants
5
6 AMBASSADOR CIRCLE - RANCHO MIRAGE, CA 92270201-615-0584cerebralassets.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$150K - 3 part#003CashBalance-$77K - 2 part

Retirement portfolio analytics

2 plans aggregated / $227K assets / 5 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • ASSETS 401K PLAN (#001)66%
  • CASH BALANCE PLAN (#003)34%
Total $227KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSETS 401K PLAN (#001)3
  • CASH BALANCE PLAN (#003)2
Total 5Click 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

CEREBRAL ASSETS 401K PLAN

401k

Assets$150K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CEREBRAL ASSETS, LLC CASH BALANCE PLAN

CashBalance

Assets$77K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CEREBRAL ASSETS 401K PLAN401k$150K32024
003CEREBRAL ASSETS, LLC CASH BALANCE PLANCashBalance$77K22024
Retirement plans
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