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Sponsor portfolio

VBURG, INC.

EIN 82-4793373-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$470K assets
Welfare
0
Participants
8
30740 MEHRTEN DR. - EXETER, CA 93221661-319-3479
Plans on this EIN
2 filings
#003TraditionalDB-$427K - 2 part#001ProfitSharing-$43K - 6 part

Retirement portfolio analytics

2 plans aggregated / $470K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • DEFINED BENEFIT PENSION (#003)91%
  • PROFIT SHARING PLAN (#001)9%
Total $470KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)6
  • DEFINED BENEFIT PENSION (#003)2
Total 8Click 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#003

VBURG, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$427K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

VBURG, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$43K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003VBURG, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$427K22024
001VBURG, INC. PROFIT SHARING PLANProfitSharing$43K62024
Retirement plans
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