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Sponsor portfolio

SERRA CANYON COMPANY, INC.

EIN 95-4394743-real estate-Latest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
39
P.O. BOX 2485 - MALIBU, CA 90265310-456-3230LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002CashBalance-$1.7M - 14 part#001ProfitSharing-$169K - 25 part

Retirement portfolio analytics

2 plans aggregated / $1.8M assets / 39 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • CASH BALANCE PENSION (#002)91%
  • PROFIT SHARING PLAN (#001)9%
Total $1.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)25
  • CASH BALANCE PENSION (#002)14
Total 39Click 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

SERRA CANYON COMPANY, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$1.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SERRA CANYON COMPANY, INC. PROFIT SHARING PLAN

ProfitSharing

Assets$169K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SERRA CANYON COMPANY, INC. CASH BALANCE PENSION PLANCashBalance$1.7M142024
001SERRA CANYON COMPANY, INC. PROFIT SHARING PLANProfitSharing$169K252024
Retirement plans
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