Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AW REALTY, INC.
EIN 47-5662282Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$565K assets
Welfare
0
Participants
2
2520 MISSION COLLEGE BLVD, UNIT 102 - SANTA CLARA, CA 95054408-850-6900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $565K assets / 2 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
AW REALTY, INC. CASH BALANCE PLAN
CashBalance
Assets$445K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AW REALTY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$120K
Participants1
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 | AW REALTY, INC. CASH BALANCE PLAN | CashBalance | $445K | 1 | 2025 | |
| 002 | AW REALTY, INC. PROFIT SHARING PLAN | ProfitSharing | $120K | 1 | 2025 |
Retirement plans