Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
PINO & ASSOCIATES
EIN 68-0344369Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
7
1520 EUREKA ROAD, SUITE 101 - ROSEVILLE, CA 95661916-641-2288
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 7 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
PINO & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PINO & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$972K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PINO & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.7M | 3 | 2024 | |
| 001 | PINO & ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | 401k | $972K | 4 | 2024 |
Retirement plans