Assets by plan
Share of aggregate retirement assets
Filings through .
Econone Research, Inc.
EIN 95-4639689individual & family servicesLatest filing 2025
Plans
2
Retirement
2
$54.9M assets
Health & Benefits
0
Participants
242
550 SOUTH HOPE STREET, SUITE 1085 - LOS ANGELES, CA 90071213-624-9600LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $54.9M assets / 242 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ECONONE RESEARCH, INC. CASH OR DEFERRED PROFIT SHARING PLAN
401(k)
Assets$49.6M
Participants144
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ECONONE RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.4M
Participants98
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ECONONE RESEARCH, INC. CASH OR DEFERRED PROFIT SHARING PLAN | 401(k) | $49.6M | 144 | 2025 |
| #002 | ECONONE RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.4M | 98 | 2025 |
- #001 · 401(k) · 2025144
- #002 · ESOP · 202598
Retirement plans