Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENEFIT ASSOCIATES, INC.
EIN 95-3775762accountingLatest filing 2024
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
40
16052 BEACH BLVD., SUITE 131 - HUNTINGTON BEACH, CA 92647714-538-5220benefitassoc.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 40 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
BENEFIT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN
401k
Assets$7.3M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants17
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 | BENEFIT ASSOCIATES, INC. RETIREMENT SAVINGS PLAN | 401k | $7.3M | 23 | 2024 | |
| 003 | BENEFIT ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $1.4M | 17 | 2024 |
Retirement plans