Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
NM 168, LLC
EIN 47-4652337Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$707K assets
Welfare
0
Participants
18
10900 WARNER AVE. #120 - FOUNTAIN VALLEY, CA 92708714-851-5008
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $707K assets / 18 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#002
NM 168, LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$635K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NM 168, LLC 401(K) PLAN & TRUST
401k
Assets$72K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NM 168, LLC CASH BALANCE PLAN & TRUST | CashBalance | $635K | 9 | 2024 | |
| 001 | NM 168, LLC 401(K) PLAN & TRUST | 401k | $72K | 9 | 2024 |
Retirement plans