Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES VERNAZZA
EIN 77-0540716ConstructionLatest filing 2024
Plans
2
Retirement
2
$845K assets
Welfare
0
Participants
9
8151 GLEN ARBOR ROAD - BEN LOMOND, CA 95005831-227-3349
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $845K assets / 9 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 VERNAZZA CASH BALANCE PLAN
CashBalance
Assets$651K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
JAMES VERNAZZA 401(K) PROFIT SHARING PLAN
401k
Assets$194K
Participants5
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 VERNAZZA CASH BALANCE PLAN | CashBalance | $651K | 4 | 2024 | |
| 002 | JAMES VERNAZZA 401(K) PROFIT SHARING PLAN | 401k | $194K | 5 | 2024 |
Retirement plans