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SHARESHARE

EIN 92-1448117-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
4
6937 VILLAGE PKWY #2172 - DUBLIN, CA 945682405415-320-6268
Plans on this EIN
2 filings
#001CashBalance-$1.7M - 2 part#002401k-$1.4M - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • FUTURECB (#001)55%
  • FUTUREDC (#002)45%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FUTURECB (#001)2
  • FUTUREDC (#002)2
Total 4Click 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

FUTURECB

CashBalance

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FUTUREDC

401k

Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FUTURECBCashBalance$1.7M22024
002FUTUREDC401k$1.4M22024
Retirement plans
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