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  2. NICOLAS ALEXANDER COMPANY
Sponsor portfolio

NICOLAS ALEXANDER COMPANY

EIN 81-0617378-performing arts-Latest filing 2024
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
42
555 ANTON BLVD., SUITE 850 - COSTA MESA, CA 92626909-235-7888LinkedIn1-10 employeesperforming arts
Plans on this EIN
2 filings
#001401k-$5.7M - 25 part#003TraditionalDB-$3.6M - 17 part

Retirement portfolio analytics

2 plans aggregated / $9.3M assets / 42 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PROFIT SHARING PLAN (#001)61%
  • COMPANY RETIREMENT PLAN (#003)39%
Total $9.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)25
  • COMPANY RETIREMENT PLAN (#003)17
Total 42Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$5.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

NICOLAS ALEXANDER COMPANY RETIREMENT PLAN

TraditionalDB

Assets$3.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NICOLAS ALEXANDER COMPANY 401(K) PROFIT SHARING PLAN401k$5.7M252024
003NICOLAS ALEXANDER COMPANY RETIREMENT PLANTraditionalDB$3.6M172024
Retirement plans
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