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Sponsor portfolio

BELTRAN FARMS

EIN 94-2380955-farming-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
12
701 FINK RD. - CROWS LANDING, CA 95313209-837-4331LinkedIn1-10 employeesfarming
Plans on this EIN
2 filings
#001TraditionalDB-$1.9M - 5 part#002ProfitSharing-$219K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • DEFINED BENEFIT PLAN (#001)90%
  • PROFIT SHARING PLAN (#002)10%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)7
  • DEFINED BENEFIT PLAN (#001)5
Total 12Click 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

BELTRAN FARMS DEFINED BENEFIT PLAN

TraditionalDB

Assets$1.9M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BELTRAN FARMS PROFIT SHARING PLAN

ProfitSharing

Assets$219K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BELTRAN FARMS DEFINED BENEFIT PLANTraditionalDB$1.9M52024
002BELTRAN FARMS PROFIT SHARING PLANProfitSharing$219K72024
Retirement plans
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