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Sponsor portfolio

RON ARNOLD TEAM, INC

EIN 82-4057039-real estate-Latest filing 2024
Plans
2
Retirement
2
$758K assets
Welfare
0
Participants
6
814 CAREW DR - PLACENTIA, CA 92870714-457-4005ronarnoldteam.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001401k-$408K - 3 part#002CashBalance-$349K - 3 part

Retirement portfolio analytics

2 plans aggregated / $758K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#001)54%
  • CASH BALANCE PLAN (#002)46%
Total $758KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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

RON ARNOLD TEAM INC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$408K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RON ARNOLD TEAM, INC. CASH BALANCE PLAN

CashBalance

Assets$349K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RON ARNOLD TEAM INC 401(K) PROFIT SHARING PLAN AND TRUST401k$408K32024
002RON ARNOLD TEAM, INC. CASH BALANCE PLANCashBalance$349K32024
Retirement plans
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