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Sponsor portfolio

ROBERT STOLL

EIN 85-3354085-Construction-Latest filing 2024
Plans
2
Retirement
2
$260K assets
Welfare
0
Participants
7
1326 MIMOSA CT - ESCONDIDO, CA 92027760-535-0005
Plans on this EIN
2 filings
#001401k-$160K - 4 part#002CashBalance-$100K - 3 part

Retirement portfolio analytics

2 plans aggregated / $260K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • ROBERT STOLL 401(K) (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $260KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ROBERT STOLL 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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

ROBERT STOLL 401(K) PLAN

401k

Assets$160K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ROBERT STOLL CASH BALANCE PLAN

CashBalance

Assets$100K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT STOLL 401(K) PLAN401k$160K42024
002ROBERT STOLL CASH BALANCE PLANCashBalance$100K32024
Retirement plans
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