Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN GUILFORD
EIN 72-1520994package/freight deliveryLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
2
1152 CARRARA CT - LIVERMORE, CA 945506565510-828-1434LinkedIn51-200 employeespackage/freight delivery
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 2 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
SCHWAB QRP MONEY PURCHASE PLAN
MoneyPurchase
Assets$668K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCHWAB QRP PROFIT SHARING PLAN
MoneyPurchase
Assets$534K
Participants1
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 | SCHWAB QRP MONEY PURCHASE PLAN | MoneyPurchase | $668K | 1 | 2025 | |
| 002 | SCHWAB QRP PROFIT SHARING PLAN | MoneyPurchase | $534K | 1 | 2025 |
Retirement plans