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  2. ARROYO GRANDE PURSE COMPANY, LLC
Sponsor portfolio

ARROYO GRANDE PURSE COMPANY, LLC

EIN 82-1528308-individual & family services-Latest filing 2024
Plans
2
Retirement
2
$898K assets
Welfare
0
Participants
73
275 W. WALLER LANE - SANTA MARIA, CA 93455805-291-6570LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filings
#001TraditionalDB-$789K - 25 part#002401k-$108K - 48 part

Retirement portfolio analytics

2 plans aggregated / $898K assets / 73 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • DEFINED BENEFIT PENSION (#001)88%
  • PROFIT SHARING PLAN (#002)12%
Total $898KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)48
  • DEFINED BENEFIT PENSION (#001)25
Total 73Click 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

ARROYO GRANDE PURSE COMPANY, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$789K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ARROYO GRANDE PURSE COMPANY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$108K
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ARROYO GRANDE PURSE COMPANY, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$789K252024
002ARROYO GRANDE PURSE COMPANY, LLC 401(K) PROFIT SHARING PLAN401k$108K482024
Retirement plans
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