Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
YO NANCY, INC.
EIN 52-2386046entertainmentLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
20
4400 W. RIVERSIDE SUITE 110-880 - GLENDALE, CA 91203818-247-1007nancycartwright.comLinkedIn11-50 employeesentertainment
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 20 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
YO NANCY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$7.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
YO NANCY, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants6
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 | YO NANCY, INC. 401(K) PROFIT SHARING PLAN | 401k | $7.8M | 14 | 2025 | |
| 002 | YO NANCY, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 6 | 2025 |
Retirement plans