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  2. BLANNING & BAKER ASSOCIATES INC
Sponsor portfolio

BLANNING & BAKER ASSOCIATES INC

EIN 94-2904680-legal services-Latest filing 2024
Plans
2
Retirement
2
$16.1M assets
Welfare
0
Participants
70
100 PINE STREET SUITE 750 - SAN FRANCISCO, CA 941110000415-861-5313blanningandbaker.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filings
#001401k-$13.0M - 36 part#002CashBalance-$3.1M - 34 part

Retirement portfolio analytics

2 plans aggregated / $16.1M assets / 70 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • PROFIT SHARING PLAN (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $16.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)36
  • CASH BALANCE PLAN (#002)34
Total 70Click 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

BLANNING & BAKER ASSOCIATES INC 401K PROFIT SHARING PLAN

401k

Assets$13.0M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

BLANNING & BAKER ASSOCIATES INC CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001BLANNING & BAKER ASSOCIATES INC 401K PROFIT SHARING PLAN401k$13.0M362024
002BLANNING & BAKER ASSOCIATES INC CASH BALANCE PLANCashBalance$3.1M342024
Retirement plans
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