Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HDL COREN & CONE, INC.
EIN 95-4398586government administrationLatest filing 2025
Plans
2
Retirement
2
$20.8M assets
Welfare
0
Participants
31
120 S. STATE COLLEGE BLVD, SUITE 200 - BREA, CA 92821714-879-5000LinkedIn11-50 employeesgovernment administration
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.8M assets / 31 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#003
HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$16.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
HDL COREN & CONE 401(K) PROFIT SHARING PLAN
401k
Assets$4.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HDL COREN & CONE, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $16.8M | 16 | 2025 | |
| 002 | HDL COREN & CONE 401(K) PROFIT SHARING PLAN | 401k | $4.0M | 15 | 2025 |
Retirement plans