Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REGINA M. VANNICOLA
EIN 82-3003739Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
10
1333 MONTANA AVE. - SANTA MONICA, CA 90403310-625-2061
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 10 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
REGINA M. VANNICOLA CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
REGINA M. VANNICOLA 401(K) PROFIT SHARING PLAN
401k
Assets$774K
Participants5
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 | REGINA M. VANNICOLA CASH BALANCE PLAN | CashBalance | $1.1M | 5 | 2024 | |
| 001 | REGINA M. VANNICOLA 401(K) PROFIT SHARING PLAN | 401k | $774K | 5 | 2024 |
Retirement plans