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  2. J.M. FARNAN CO., INC.
Sponsor portfolio

J.M. FARNAN CO., INC.

EIN 95-2883345-individual & family services-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
4
2705 SIERRA WAY - LA VERNE, CA 91750909-596-1593LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$1.7M - 2 part#002CashBalance-$611K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • INC. 401(K) PSP (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) PSP (#001)2
  • CASH BALANCE PLAN (#002)2
Total 4Click 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

J.M. FARNAN CO., INC. 401(K) PSP

401k

Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

J.M. FARNAN CO., INC. CASH BALANCE PLAN

CashBalance

Assets$611K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001J.M. FARNAN CO., INC. 401(K) PSP401k$1.7M22024
002J.M. FARNAN CO., INC. CASH BALANCE PLANCashBalance$611K22024
Retirement plans
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