Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
EFFONE SOFTWARE INC.
EIN 77-0441466computer softwareLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
8
4701 PATRICK HENRY DR - BLDG 16 - SANTA CLARA, CA 95054408-394-3810effone.netLinkedIn1-10 employeescomputer software
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 8 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#003
EFFONE SOFTWARE INC. CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EFFONE SOFTWARE INC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$849K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | EFFONE SOFTWARE INC. CASH BALANCE PLAN | CashBalance | $3.1M | 4 | 2025 | |
| 001 | EFFONE SOFTWARE INC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $849K | 4 | 2025 |
Retirement plans