Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDUCIARY REAL ESTATE SERVICES
EIN 82-3429565real estateLatest filing 2024
Plans
2
Retirement
2
$3.9M assets
Welfare
0
Participants
7
20351 IRVINE AVENUE, SUITE C3 - NEWPORT BEACH, CA 92660949-436-3105fiduciaryrealestateservices.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 7 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#001
GM DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GM PROFIT SHARING PLAN
ProfitSharing
Assets$71K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GM DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.8M | 3 | 2024 | |
| 002 | GM PROFIT SHARING PLAN | ProfitSharing | $71K | 4 | 2024 |
Retirement plans