Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
POINTER & BUELNA
EIN 85-2858977wholesaleLatest filing 2024
Plans
2
Retirement
2
$411K assets
Welfare
0
Participants
20
155 FILBERT ST, STE 208 - OAKLAND, CA 94507510-929-5400pointerusa.comLinkedIn1-10 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $411K assets / 20 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
POINTER & BUELNA 401(K) PLAN & TRUST
401k
Assets$253K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
POINTER & BUELNA CASH BALANCE PLAN & TRUST
CashBalance
Assets$158K
Participants9
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 | POINTER & BUELNA 401(K) PLAN & TRUST | 401k | $253K | 11 | 2024 | |
| 003 | POINTER & BUELNA CASH BALANCE PLAN & TRUST | CashBalance | $158K | 9 | 2024 |
Retirement plans