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  2. HELM NEJAD AND STANLEY
Sponsor portfolio

HELM NEJAD AND STANLEY

EIN 82-4185739-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
27
9201 W. SUNSET BLVD., SUITE 914 - WEST HOLLYWOOD, CA 90069310-278-0440
Plans on this EIN
2 filings
#002401k-$1.2M - 17 part#003CashBalance-$484K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • & STANLEY 401(K) (#002)71%
  • CASH BALANCE PLAN (#003)29%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & STANLEY 401(K) (#002)17
  • CASH BALANCE PLAN (#003)10
Total 27Click 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#002

HELM NEJAD & STANLEY 401(K) PLAN

401k

Assets$1.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

HELM NEJAD & STANLEY CASH BALANCE PLAN

CashBalance

Assets$484K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HELM NEJAD & STANLEY 401(K) PLAN401k$1.2M172024
003HELM NEJAD & STANLEY CASH BALANCE PLANCashBalance$484K102024
Retirement plans
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