Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Mitch-Stuart, Inc.
EIN 65-0602169leisure, travel & tourismLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
27
29982 IVY GLENN DRIVE, SUITE 200 - LAGUNA NIGUEL, CA 92677949-276-9900mitchstuart.comLinkedIn1-10 employeesleisure, travel & tourism
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 27 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
MITCH-STUART, INC. RETIREMENT TRUST
401(k)
Assets$1.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MITCH-STUART CASH BALANCE PLAN
Cash balance
Assets$295K
Participants12
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 | MITCH-STUART, INC. RETIREMENT TRUST | 401(k) | $1.6M | 15 | 2025 | |
| 002 | MITCH-STUART CASH BALANCE PLAN | Cash balance | $295K | 12 | 2025 |
Retirement plans