Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JAMES E. BOYD DBA BOYD FINANCIAL
EIN 95-4643731Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
6
3611 MOTOR AVENUE, #110 - LOS ANGELES, CA 90034310-390-8081
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 6 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#002
JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN
TraditionalDB
Assets$4.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BOYD FINANCIAL PROFIT SHARING PLAN
ProfitSharing
Assets$252K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JAMES E. BOYD DBA BOYD FINANCIAL DEFINED BENEFIT PLAN | TraditionalDB | $4.4M | 3 | 2024 | |
| 003 | BOYD FINANCIAL PROFIT SHARING PLAN | ProfitSharing | $252K | 3 | 2024 |
Retirement plans