Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONEJO PROFESSIONAL SERVICES, INC.
EIN 77-0395884Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
6
441 CAMINO DE CELESTE - THOUSAND OAKS, CA 91360805-390-1099
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M 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
CONEJO PROFESSIONAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
CONEJO PROFESSIONAL SERVICES 401K PROFIT SHARING PLAN
401k
Assets$1.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CONEJO PROFESSIONAL SERVICES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.4M | 3 | 2025 | |
| 001 | CONEJO PROFESSIONAL SERVICES 401K PROFIT SHARING PLAN | 401k | $1.3M | 3 | 2025 |
Retirement plans