Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
B2R CONSULTING GROUP, INC.
EIN 84-4820690management consultingLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
35
903 CALLE AMANECER, SUITE 130 - SAN CLEMENTE, CA 92673714-744-6100b2rconsultinggroup.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 35 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#001
B2R CONSULTING GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
B2R CONSULTING GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | B2R CONSULTING GROUP 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 18 | 2025 | |
| 002 | B2R CONSULTING GROUP, INC. CASH BALANCE PLAN | CashBalance | $1.3M | 17 | 2025 |
Retirement plans