Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES DAVID CUSTOM HOMES
EIN 74-3118819constructionLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
23
15375 BARRANCA PARKWAY SUITE G-102 - IRVINE, CA 92618888-847-0823jamesdavidcustomhomes.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 23 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
JAMES DAVID CUSTOM HOMES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JAMES DAVID CUSTOM HOMES 401(K) PLAN
401k
Assets$1.0M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JAMES DAVID CUSTOM HOMES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 10 | 2024 | |
| 002 | JAMES DAVID CUSTOM HOMES 401(K) PLAN | 401k | $1.0M | 13 | 2024 |
Retirement plans