PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. LOAN AMERICA
Sponsor portfolio

LOAN AMERICA

EIN 95-4658269-facilities services-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
12
23293 VENTURA BLVD. - WOODLAND HILLS, CA 91356818-788-9000loan-america.comLinkedIn11-50 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$765K - 8 part#003CashBalance-$422K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • AMERICA INC 401(K) (#001)64%
  • CASH BALANCE PENSION (#003)36%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA INC 401(K) (#001)8
  • CASH BALANCE PENSION (#003)4
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LOAN AMERICA INC 401(K) PLAN

401k

Assets$765K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

LOAN AMERICA CASH BALANCE PENSION PLAN

CashBalance

Assets$422K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LOAN AMERICA INC 401(K) PLAN401k$765K82024
003LOAN AMERICA CASH BALANCE PENSION PLANCashBalance$422K42024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica