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Sponsor portfolio

GREENSPAN & ASSOCIATES, INC.

EIN 95-3644013-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
3
$3.9M assets
Welfare
0
Participants
22
6345 BALBOA BLVD., SUITE 355 - ENCINO, CA 913161511818-708-0600LinkedIn1-10 employees
Plans on this EIN
3 filings
#002401k-$3.2M - 11 part#004MoneyPurchase-$482K - 1 part#001ProfitSharing-$269K - 10 part

Retirement portfolio analytics

3 plans aggregated / $3.9M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • PROFIT SHARING PLAN (#002)81%
  • MONEY PURCHASE PLAN (#004)12%
  • EMPLOYEES' PROFIT-SHARING PLAN (#001)7%
Total $3.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)11
  • EMPLOYEES' PROFIT-SHARING PLAN (#001)10
  • MONEY PURCHASE PLAN (#004)1
Total 22Click 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#002

GREENSPAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$3.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

GREENSPAN & ASSOCIATES, INC. ACTUARIES MONEY PURCHASE PLAN

MoneyPurchase

Assets$482K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

GREENSPAN & ASSOCIATES, INC. EMPLOYEES' PROFIT-SHARING PLAN

ProfitSharing

Assets$269K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002GREENSPAN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$3.2M112024
004GREENSPAN & ASSOCIATES, INC. ACTUARIES MONEY PURCHASE PLANMoneyPurchase$482K12024
001GREENSPAN & ASSOCIATES, INC. EMPLOYEES' PROFIT-SHARING PLANProfitSharing$269K102024
Retirement plans
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