Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BEACH SELLER
EIN 47-5119837Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
4
4629 CASS ST. #70 - SAN DIEGO, CA 92109858-831-8230
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 4 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
THE BEACH SELLER DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE BEACH SELLER PROFIT SHARING PLAN
401k
Assets$107K
Participants2
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 | THE BEACH SELLER DEFINED BENEFIT PLAN | TraditionalDB | $1.8M | 2 | 2024 | |
| 002 | THE BEACH SELLER PROFIT SHARING PLAN | 401k | $107K | 2 | 2024 |
Retirement plans