Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R. JULIAN ENTERPRISES, INC. A CALIFORNIA CORPORATION
EIN 95-3561463Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
6
15320 BARRANCA PKWY, SUITE 100 - IRVINE, CA 92618949-595-5900
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 6 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
R. JULIAN ENTERPRISES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
R. JULIAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$207K
Participants3
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 | R. JULIAN ENTERPRISES, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 3 | 2024 | |
| 001 | R. JULIAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | 401k | $207K | 3 | 2024 |
Retirement plans