Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WARD/DAVIS ASSOCIATES, INC.
EIN 95-3173702consumer electronicsLatest filing 2025
Plans
2
Retirement
2
$14.2M assets
Welfare
0
Participants
46
2623 MANHATTAN BEACH BLVD. - REDONDO BEACH, CA 90278310-536-9092warddavis.comLinkedIn11-50 employeesconsumer electronics
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.2M assets / 46 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#002
WARD/DAVIS ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$7.6M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WARD/DAVIS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$6.6M
Participants28
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 | WARD/DAVIS ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $7.6M | 18 | 2025 | |
| 001 | WARD/DAVIS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $6.6M | 28 | 2025 |
Retirement plans