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Sponsor portfolio

PATRIOT GOLD GROUP

EIN 81-2833721-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$8.3M assets
Welfare
0
Participants
39
3010 OLD RANCH PARKWAY, SUITE 350 - SEAL BEACH, CA 90740310-394-5020
Plans on this EIN
2 filings
#001401k-$5.6M - 29 part#003CashBalance-$2.7M - 10 part

Retirement portfolio analytics

2 plans aggregated / $8.3M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • GOLD GROUP 401(K) (#001)67%
  • CASH BALANCE PENSION (#003)33%
Total $8.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GOLD GROUP 401(K) (#001)29
  • CASH BALANCE PENSION (#003)10
Total 39Click 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

PATRIOT GOLD GROUP 401(K) PLAN

401k

Assets$5.6M
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

PATRIOT GOLD GROUP CASH BALANCE PENSION PLAN

CashBalance

Assets$2.7M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PATRIOT GOLD GROUP 401(K) PLAN401k$5.6M292025
003PATRIOT GOLD GROUP CASH BALANCE PENSION PLANCashBalance$2.7M102024
Retirement plans
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