Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ARDALAN & ASSOCIATES, A PROFESSIONAL LAW CORPORATION
EIN 68-0516957Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
46
3225 OLD CONEJO ROAD - THOUSAND OAKS, CA 91320818-702-2570
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 46 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
ARDALAN & ASSOCIATES, APLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.3M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ARDALAN & ASSOCIATES, APLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants21
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 | ARDALAN & ASSOCIATES, APLC 401(K) PROFIT SHARING PLAN | 401k | $2.3M | 25 | 2024 | |
| 002 | ARDALAN & ASSOCIATES, APLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 21 | 2024 |
Retirement plans