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Sponsor portfolio

EDZANT PRICE LLP

EIN 88-4373679-legal services-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
5
28470 AVENUE STANFORD, SUITE 360 - VALENCIA, CA 91355661-222-9929edzantprice.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001401k-$1.0M - 3 part#002401k-$21K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • PLAN - OWNERS (#001)98%
  • PLAN - STAFF (#002)2%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN - OWNERS (#001)3
  • PLAN - STAFF (#002)2
Total 5Click 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

EDZANT PRICE LLP 401(K) PROFIT SHARING PLAN - OWNERS

401k

Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EDZANT PRICE LLP 401(K) PROFIT SHARING PLAN - STAFF

401k

Assets$21K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EDZANT PRICE LLP 401(K) PROFIT SHARING PLAN - OWNERS401k$1.0M32024
002EDZANT PRICE LLP 401(K) PROFIT SHARING PLAN - STAFF401k$21K22024
Retirement plans
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