Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAHO & PRENTICE, LLP
EIN 90-0136255Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
25
629 STATE STREET, SUITE 217 - SANTA BARBARA, CA 93101805-962-1930
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 25 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
MAHO & PRENTICE, LLP 401(K) PLAN
401k
Assets$5.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MAHO & PRENTICE, LLP CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants8
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 | MAHO & PRENTICE, LLP 401(K) PLAN | 401k | $5.4M | 17 | 2024 | |
| 002 | MAHO & PRENTICE, LLP CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 8 | 2025 |
Retirement plans