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Sponsor portfolio

NIKKI BOHANNON, INC

EIN 81-1184439-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$931K assets
Welfare
0
Participants
8
15821 VENTURA BLVD STE 270 - ENCINO, CA 91436818-770-3722
Plans on this EIN
2 filings
#001TraditionalDB-$921K - 4 part#002ProfitSharing-$9K - 4 part

Retirement portfolio analytics

2 plans aggregated / $931K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • BENEFIT PENSON PLAN (#001)99%
  • PROFIT SHARING PLAN (#002)1%
Total $931KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BENEFIT PENSON PLAN (#001)4
  • PROFIT SHARING PLAN (#002)4
Total 8Click 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

NIKKI BOHANNON, INC & AFF COS DEFINED BENEFIT PENSON PLAN

TraditionalDB

Assets$921K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

NIKKI BOHANNON, INC & AFF COS PROFIT SHARING PLAN

ProfitSharing

Assets$9K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001NIKKI BOHANNON, INC & AFF COS DEFINED BENEFIT PENSON PLANTraditionalDB$921K42024
002NIKKI BOHANNON, INC & AFF COS PROFIT SHARING PLANProfitSharing$9K42024
Retirement plans
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