Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHRISLIP & HERVATIN, LLP
EIN 77-0678143Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
7
1505 NORTH BROADWAY - SANTA ANA, CA 92706714-547-0197
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M assets / 7 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
CHRISLIP & HERVATIN, LLP DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHRISLIP & HERVATIN, LLP DEFINED CONTRIBUTION PLAN
ProfitSharing
Assets$969K
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 | |
|---|---|---|---|---|---|---|
| 001 | CHRISLIP & HERVATIN, LLP DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.8M | 3 | 2024 | |
| 002 | CHRISLIP & HERVATIN, LLP DEFINED CONTRIBUTION PLAN | ProfitSharing | $969K | 4 | 2024 |
Retirement plans