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  2. BOBBY CAMPBELL, INC.
Sponsor portfolio

BOBBY CAMPBELL, INC.

EIN 82-4827703-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
5
C/O BUSINESS FINANCIAL MANAGEMENT, 2600 W. OLIVE AVENUE SUITE 500 - BURBANK, CA 91505310-429-7828
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 2 part#001401k-$842K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • CASH BALANCE PENSION (#002)58%
  • PLAN AND TRUST (#001)42%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)3
  • CASH BALANCE PENSION (#002)2
Total 5Click 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

BOBBY CAMPBELL, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BOBBY CAMPBELL, INC. 401(K) PLAN AND TRUST

401k

Assets$842K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BOBBY CAMPBELL, INC. CASH BALANCE PENSION PLANCashBalance$1.1M22025
001BOBBY CAMPBELL, INC. 401(K) PLAN AND TRUST401k$842K32025
Retirement plans
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