Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN P. BYRNE, A PROFESSIONAL CORPORATION
EIN 75-3071104Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
6
24007 VENTURA BLVD., SUITE 265 - CALABASAS, CA 913023921818-593-5520
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 6 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
JOHN P. BYRNE, A PROFESSIONAL CORP. PENSION PLAN
TraditionalDB
Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOHN P. BYRNE, A PROF. CORP PROFIT SHARING PLAN
ProfitSharing
Assets$533K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOHN P. BYRNE, A PROFESSIONAL CORP. PENSION PLAN | TraditionalDB | $1.8M | 3 | 2024 | |
| 001 | JOHN P. BYRNE, A PROF. CORP PROFIT SHARING PLAN | ProfitSharing | $533K | 3 | 2024 |
Retirement plans