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  2. VALLEY SPEED & MARINE, INC.
Sponsor portfolio

VALLEY SPEED & MARINE, INC.

EIN 77-0071972-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
24
3380 EL CAMINO REAL - ATASCADERO, CA 93422805-466-9058vsmarine.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$2.7M - 13 part#003CashBalance-$1.8M - 11 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#002)60%
  • CASH BALANCE PLAN (#003)40%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)13
  • CASH BALANCE PLAN (#003)11
Total 24Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

VS MARINE 401(K) PROFIT SHARING PLAN

401k

Assets$2.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

VS MARINE CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002VS MARINE 401(K) PROFIT SHARING PLAN401k$2.7M132024
003VS MARINE CASH BALANCE PLANCashBalance$1.8M112024
Retirement plans
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