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Sponsor portfolio

YOUNG GENIE, INC.

EIN 84-2149858-Arts, Entertainment, and Recreation-Latest filing 2025
Plans
2
Retirement
2
$301K assets
Welfare
0
Participants
8
1030 PORTOLA DR. - ARCADIA, CA 91007862-209-0199
Plans on this EIN
2 filings
#001401k-$201K - 4 part#002CashBalance-$100K - 4 part

Retirement portfolio analytics

2 plans aggregated / $301K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • INC. RETIREMENT PLAN (#001)67%
  • GENIE, INC. PENSION (#002)33%
Total $301KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)4
  • GENIE, INC. PENSION (#002)4
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#001

YOUNG GENIE, INC. RETIREMENT PLAN

401k

Assets$201K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

YOUNG GENIE, INC. PENSION PLAN

CashBalance

Assets$100K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001YOUNG GENIE, INC. RETIREMENT PLAN401k$201K42025
002YOUNG GENIE, INC. PENSION PLANCashBalance$100K42024
Retirement plans
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