Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADRIANA SAN MILLAN SCHOOL PSYCHOLOGY AND SPECIAL EDUCATION SERVICES, L
EIN 47-4704615primary/secondary educationLatest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
31
1115 TERESA LANE - MORGAN HILL, CA 95037408-706-4860sanmillansped.comLinkedIn11-50 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 31 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
ADRIANA'S PROFIT SHARING PLAN
401k
Assets$8.5M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ADRIANA'S CASH BALANCE PLAN
CashBalance
Assets$4.0M
Participants8
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 | ADRIANA'S PROFIT SHARING PLAN | 401k | $8.5M | 23 | 2025 | |
| 002 | ADRIANA'S CASH BALANCE PLAN | CashBalance | $4.0M | 8 | 2024 |
Retirement plans