PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SADDLEBACK EDUCATIONAL, INC.
Sponsor portfolio

SADDLEBACK EDUCATIONAL, INC.

EIN 95-3740226-Information-Latest filing 2025
Plans
3
Retirement
3
$4.3M assets
Welfare
0
Participants
53
3130 CLAY ST - NEWPORT BEACH, CA 92663714-640-5249LinkedIn11-50 employees
Plans on this EIN
3 filings
#003401k-$2.2M - 26 part#002CashBalance-$1.7M - 9 part#004ProfitSharing-$517K - 18 part

Retirement portfolio analytics

3 plans aggregated / $4.3M assets / 53 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • EDUCATIONAL, INC. 401(K) (#003)50%
  • CASH BALANCE PLAN (#002)38%
  • PROFIT SHARING PLAN (#004)12%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EDUCATIONAL, INC. 401(K) (#003)26
  • PROFIT SHARING PLAN (#004)18
  • CASH BALANCE PLAN (#002)9
Total 53Click 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#003

SADDLEBACK EDUCATIONAL, INC. 401(K) PLAN

401k

Assets$2.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SADDLEBACK EDUCATIONAL, INC. CASH BALANCE PLAN

CashBalance

Assets$1.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SADDLEBACK EDUCATIONAL, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$517K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003SADDLEBACK EDUCATIONAL, INC. 401(K) PLAN401k$2.2M262025
002SADDLEBACK EDUCATIONAL, INC. CASH BALANCE PLANCashBalance$1.7M92024
004SADDLEBACK EDUCATIONAL, INC. PROFIT SHARING PLANProfitSharing$517K182024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica