Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAN DIEGO ADVISORS, INC.
EIN 87-2512672health, wellness and fitnessLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
6
1051 ABETO CT. - CHULA VISTA, CA 91910619-925-0056LinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 6 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
SAN DIEGO ADVISORS, INC. PENSION PLAN
CashBalance
Assets$946K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAN DIEGO ADVISORS, INC. RETIREMENT PLAN
401k
Assets$867K
Participants3
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 | SAN DIEGO ADVISORS, INC. PENSION PLAN | CashBalance | $946K | 3 | 2025 | |
| 001 | SAN DIEGO ADVISORS, INC. RETIREMENT PLAN | 401k | $867K | 3 | 2025 |
Retirement plans