Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STUMBAUGH & ASSOCIATES, INC.
EIN 95-2809630constructionLatest filing 2024
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
170
3303 NORTH SAN FERNANDO BLVD. - BURBANK, CA 91504818-240-1627stumbaugh.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.6M assets / 170 participantsParticipants 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#001
STUMBAUGH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$13.0M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STUMBAUGH & ASSOCIATES, INC. EMLOYEE STOCK OWNERSHIP PLAN
ProfitSharing
Assets$600K
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STUMBAUGH & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $13.0M | 75 | 2024 | |
| 002 | STUMBAUGH & ASSOCIATES, INC. EMLOYEE STOCK OWNERSHIP PLAN | ProfitSharing | $600K | 95 | 2024 |
Retirement plans