Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PONTRELLI, TIMOUR & ASSOCIATES, INC.
EIN 56-2346632Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
15
1039 HOPE ST. - SOUTH PASADENA, CA 91030626-463-1495
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.6M assets / 15 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
PONTRELLI, TIMOUR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$4.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PONTRELLI, TIMOUR & ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants7
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 | PONTRELLI, TIMOUR & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $4.3M | 8 | 2025 | |
| 002 | PONTRELLI, TIMOUR & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 7 | 2024 |
Retirement plans