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  2. ALANS BAGELS, INC.
Sponsor portfolio

ALANS BAGELS, INC.

EIN 90-0222552-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
24
3910 VISTA WAY #101 - OCEANSIDE, CA 92056760-420-3797
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 11 part#003401k-$382K - 13 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • CASH BALANCE PLAN (#002)77%
  • 401(K) P/S PLAN (#003)23%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) P/S PLAN (#003)13
  • CASH BALANCE PLAN (#002)11
Total 24Click 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#002

ALAN'S BAGELS, INC. CASH BALANCE PLAN

CashBalance

Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALAN'S BAGELS, INC. 401(K) P/S PLAN

401k

Assets$382K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALAN'S BAGELS, INC. CASH BALANCE PLANCashBalance$1.3M112025
003ALAN'S BAGELS, INC. 401(K) P/S PLAN401k$382K132025
Retirement plans
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