Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETER D. AUSTIN & ASSOCIATES, INC.
EIN 95-3501761Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
8
P.O. BOX 3009 - WESTLAKE VILLAGE, CA 91359818-769-4600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 8 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#004
PETER D. AUSTIN & ASSOCIATES, INC 401(K) PLAN
401k
Assets$2.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$343K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | PETER D. AUSTIN & ASSOCIATES, INC 401(K) PLAN | 401k | $2.1M | 4 | 2024 | |
| 006 | PETER D. AUSTIN & ASSOCIATES, INC. DEFINED BENEFIT PLAN | TraditionalDB | $343K | 4 | 2024 |
Retirement plans