Assets by plan
Share of aggregate retirement assets
91%top
Sponsor portfolio
E.J. FOURNIER, ESQ.
EIN 82-5346124Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
4
207 JOHNSON AVENUE - LOS GATOS, CA 95030650-283-2746
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 4 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#002
E.J. FOURNIER, ESQ. & BARBARA IZZO, ESQ. DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$3.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
E.J. FOURNIER, ESQ. & BARBARA IZZO, ESQ. 401(K) PLAN & TRUST
401k
Assets$331K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | E.J. FOURNIER, ESQ. & BARBARA IZZO, ESQ. DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $3.5M | 2 | 2024 | |
| 001 | E.J. FOURNIER, ESQ. & BARBARA IZZO, ESQ. 401(K) PLAN & TRUST | 401k | $331K | 2 | 2024 |
Retirement plans