Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELISABETH HALSTED INC.
EIN 80-0883197Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
7
16030 VENTURA BOULEVARD, SUITE 240 - ENCINO, CA 91436818-501-4421elisabethhalsted.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.2M 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#002
ELISABETH HALSTED INC. CASH BALANCE PLAN
CashBalance
Assets$4.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELISABETH HALSTED INC. PROFIT SHARING PLAN
ProfitSharing
Assets$457K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ELISABETH HALSTED INC. CASH BALANCE PLAN | CashBalance | $4.8M | 5 | 2024 | |
| 001 | ELISABETH HALSTED INC. PROFIT SHARING PLAN | ProfitSharing | $457K | 2 | 2024 |
Retirement plans