Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
SAN DIEGO TOURISM AUTHORITY
EIN 95-1812810hospitalityLatest filing 2025
Plans
2
Retirement
2
$18.6M assets
Welfare
0
Participants
162
750 B STREET, SUITE 1500 - SAN DIEGO, CA 92101619-232-3101sandiego.orgLinkedIn51-200 employeeshospitality
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $18.6M assets / 162 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
72%top
- UBS FINANCIAL SERVICES INC72%
- (Not disclosed)28%
Participants 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
SAN DIEGO TOURISM AUTHORITY 401K PROFIT SHARING PLAN & TRUST
401k
Assets$13.4M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU
TraditionalDB
Assets$5.2M
Participants37
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 | SAN DIEGO TOURISM AUTHORITY 401K PROFIT SHARING PLAN & TRUST | 401k | $13.4M | 125 | 2024 | |
| 001 | RETIREMENT PLAN FOR EMPLOYEES OF SAN DIEGO CONVENTION & VISITORS BUREAU | TraditionalDB | $5.2M | 37 | 2025 |
Retirement plans