Assets by plan
Share of aggregate retirement assets
85%top
Sponsor portfolio
BEACH TECHNOLOGIES, LLC
EIN 91-1798922Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
8
9000 CROW CANYON ROAD, SUITE 349 - DANVILLE, CA 94506925-984-5149
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M 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#002
BEACH TECHNOLOGIES PENSION PLAN AND TRUST
TraditionalDB
Assets$6.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BEACH TECHNOLOGIES, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants5
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 | BEACH TECHNOLOGIES PENSION PLAN AND TRUST | TraditionalDB | $6.9M | 3 | 2024 | |
| 001 | BEACH TECHNOLOGIES, LLC PROFIT SHARING PLAN | ProfitSharing | $1.2M | 5 | 2024 |
Retirement plans