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  2. TOM PONTON INDUSTRIES, INC.
Sponsor portfolio

TOM PONTON INDUSTRIES, INC.

EIN 95-2802990-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
39
22901 SAVI RANCH PARKWAY, SUITE B - YORBA LINDA, CA 92887714-998-9073
Plans on this EIN
2 filings
#003CashBalance-$1.6M - 18 part#002MoneyPurchase-$711K - 21 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PENSION (#003)69%
  • MONEY PURCHASE PENSION (#002)31%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#002)21
  • CASH BALANCE PENSION (#003)18
Total 39Click 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#003

PONTON INDUSTRIES, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PONTON INDUSTRIES, INC. MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$711K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003PONTON INDUSTRIES, INC. CASH BALANCE PENSION PLANCashBalance$1.6M182025
002PONTON INDUSTRIES, INC. MONEY PURCHASE PENSION PLANMoneyPurchase$711K212025
Retirement plans
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