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Sponsor portfolio

NEOPHONIC, INC.

EIN 95-4374321-Information-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
21
741 OXFORD AVENUE - MARINA DEL REY, CA 90292310-550-0124
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 10 part#001401k-$845K - 11 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • SHARING AND TRUST (#001)30%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING AND TRUST (#001)11
  • CASH BALANCE PLAN (#002)10
Total 21Click 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

NEOPHONIC, INC. CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEOPHONIC, INC. 401(K) PROFIT SHARING AND TRUST

401k

Assets$845K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NEOPHONIC, INC. CASH BALANCE PLANCashBalance$2.0M102024
001NEOPHONIC, INC. 401(K) PROFIT SHARING AND TRUST401k$845K112025
Retirement plans
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