Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SCG FINANCIAL & INSURANCE SERVICES INC
EIN 81-3644910Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
12
4340 VON KARMAN AVE. #360 - NEWPORT BEACH, CA 92660951-491-1209
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 12 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
SCG FINANCIAL & INSURANCE SERVICES INC. 401(K)
ProfitSharing
Assets$676K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SCG FINANCIAL & INSURANCE SERVICES INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$376K
Participants6
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 | SCG FINANCIAL & INSURANCE SERVICES INC. 401(K) | ProfitSharing | $676K | 6 | 2024 | |
| 001 | SCG FINANCIAL & INSURANCE SERVICES INC. DEFINED BENEFIT PLAN | TraditionalDB | $376K | 6 | 2024 |
Retirement plans