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  2. CLUMECK STERN SCHENKELBERG & GETZOFF
Sponsor portfolio

CLUMECK STERN SCHENKELBERG & GETZOFF

EIN 95-4120221-accounting-Latest filing 2024
Plans
3
Retirement
2
$16.2M assets
Welfare
1
Participants
39
17404 VENTURA BOULEVARD, 2ND FLOOR - ENCINO, CA 913163877818-906-2230clumeckstern.comLinkedIn11-50 employeesaccounting
Plans on this EIN
3 filings
#001401k-$9.5M - 16 part#002TraditionalDB-$6.6M - 7 part#001Fully Insured-4 lives

Retirement portfolio analytics

2 plans aggregated / $16.2M assets / 23 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PROFIT SHARING PLAN (#001)59%
  • DEFINED BENEFIT PENSION (#002)41%
Total $16.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)16
  • DEFINED BENEFIT PENSION (#002)7
Total 23Click row to drill in

Benefits portfolio analytics

1 plan / $0 premiums / 4 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
0%top
  • PACIFIC LIFE INSURANCE COMPANY0%
  • COLUMBUS LIFE0%
Total $02 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • GREGORY R. ACOSTA, INC.56%
  • WORLD EQUITY GROUP INC26%
  • ANDREA KAY ACOSTA18%
Total $1K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CLUMECK STERN SCHENKELBERG & GETZOFF 401(K) PROFIT SHARING PLAN

401k

Assets$9.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CLUMECK STERN SCHENKELBERG & GETZOFF DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$6.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#001

CLUMECK STERN SCHENKELBERG & GETZOFF 401(K) PROFIT SHARING PLAN

Fully Insured - PACIFIC LIFE INSURANCE COMPANY

Premiums$0
Covered lives4
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CLUMECK STERN SCHENKELBERG & GETZOFF 401(K) PROFIT SHARING PLAN401k$9.5M162024
002CLUMECK STERN SCHENKELBERG & GETZOFF DEFINED BENEFIT PENSION PLANTraditionalDB$6.6M72024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
001CLUMECK STERN SCHENKELBERG & GETZOFF 401(K) PROFIT SHARING PLANFully InsuredPACIFIC LIFE INSURANCE COMPANY$042024
Retirement plans
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