Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ECONONE RESEARCH, INC.
EIN 95-4639689individual & family servicesLatest filing 2024
Plans
2
Retirement
2
$45.8M assets
Welfare
0
Participants
223
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 / $45.8M assets / 223 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
ECONONE RESEARCH, INC. CASH OR DEFERRED PROFIT SHARING PLAN
401k
Assets$40.4M
Participants138
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ECONONE RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$5.4M
Participants85
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 | ECONONE RESEARCH, INC. CASH OR DEFERRED PROFIT SHARING PLAN | 401k | $40.4M | 138 | 2024 | |
| 002 | ECONONE RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $5.4M | 85 | 2024 |
Retirement plans