Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KENNETH CUMMINS SOLE PROPRIETOR DBA FIDUCIARY SERVICES LIMITED
EIN 95-4488400Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
5
4010 CALLE LOUISA - SAN CLEMENTE, CA 92672949-833-8565
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 5 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#001
KENNETH CUMMINS SOLE PROPRIETOR DBA FIDUCIARY SERVICES LIMITED 401(K)PROFIT SHARING PLAN
ProfitSharing
Assets$3.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
FIDUCIARY SERVICES LIMITED CASH BALANCE PENSION PLAN
CashBalance
Assets$145K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KENNETH CUMMINS SOLE PROPRIETOR DBA FIDUCIARY SERVICES LIMITED 401(K)PROFIT SHARING PLAN | ProfitSharing | $3.4M | 3 | 2024 | |
| 003 | FIDUCIARY SERVICES LIMITED CASH BALANCE PENSION PLAN | CashBalance | $145K | 2 | 2024 |
Retirement plans