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Sponsor portfolio

BONTADELLI, INC. A CALIFORNIA CORPORATION

EIN 94-2211684-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$21K assets
Welfare
0
Participants
3
P.O. BOX 879 - SANTA CRUZ, CA 95061831-423-8572
Plans on this EIN
2 filings
#002TraditionalDB-$12K - 1 part#001ProfitSharing-$9K - 2 part

Retirement portfolio analytics

2 plans aggregated / $21K assets / 3 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PLAN & TRUST (#002)57%
  • PLAN & TRUST (#001)43%
Total $21KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)2
  • PLAN & TRUST (#002)1
Total 3Click 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

BONTADELLI INC. DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$12K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

BONTADELLI INC. PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$9K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BONTADELLI INC. DEFINED BENEFIT PLAN & TRUSTTraditionalDB$12K12024
001BONTADELLI INC. PROFIT SHARING PLAN & TRUSTProfitSharing$9K22025
Retirement plans
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