PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WILLIAM DRIVER
Sponsor portfolio

WILLIAM DRIVER

EIN 68-0143217-Agriculture, Forestry, Fishing and Hunting-Latest filing 2024
Plans
2
Retirement
2
$54K assets
Welfare
0
Participants
4
9896 RIDGE CUT ROAD - KNIGHTS LANDING, CA 95645530-517-1477
Plans on this EIN
2 filings
#002CashBalance-$29K - 1 part#001401k-$25K - 3 part

Retirement portfolio analytics

2 plans aggregated / $54K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PENSION (#002)54%
  • PROFIT SHARING PLAN (#001)46%
Total $54KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • CASH BALANCE PENSION (#002)1
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WILLIAM DRIVER CASH BALANCE PENSION PLAN

CashBalance

Assets$29K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WILLIAM DRIVER 401K PROFIT SHARING PLAN

401k

Assets$25K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WILLIAM DRIVER CASH BALANCE PENSION PLANCashBalance$29K12024
001WILLIAM DRIVER 401K PROFIT SHARING PLAN401k$25K32024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica