Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TONY VALENTINE CONSTRUCTION
EIN 87-0809850constructionLatest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
8
567 SAN NICOLAS DRIVE, #130 - NEWPORT BEACH, CA 92660949-723-6449tonyvalentineconstruction.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 8 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
TONY VALENTINE CONSTRUCTION CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TONY VALENTINE CONSTRUCTION PROFIT SHARING PLAN
ProfitSharing
Assets$519K
Participants4
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 | TONY VALENTINE CONSTRUCTION CASH BALANCE PLAN | CashBalance | $1.9M | 4 | 2024 | |
| 002 | TONY VALENTINE CONSTRUCTION PROFIT SHARING PLAN | ProfitSharing | $519K | 4 | 2024 |
Retirement plans