Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUSAN MONUS
EIN 54-2096800Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
3
28774 SEA RANCH WAY - MALIBU, CA 902654217310-589-2477
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 3 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
SUSAN MONUS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.4M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
SUSAN MONUS PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$1.1M
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 | |
|---|---|---|---|---|---|---|
| 002 | SUSAN MONUS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.4M | 1 | 2025 | |
| 001 | SUSAN MONUS PROFIT SHARING PLAN AND TRUST | ProfitSharing | $1.1M | 2 | 2025 |
Retirement plans