Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEAL WEICHEL REAL ESTATE, INC.
EIN 95-4674404Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
17
25129 THE OLD ROAD SUITE 114 - SANTA CLARITA, CA 91381661-284-5080
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.2M assets / 17 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
NEAL WEICHEL REAL ESTATE, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
NEAL WEICHEL REAL ESTATE, INC. PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$4.9M
Participants9
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 | NEAL WEICHEL REAL ESTATE, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.3M | 8 | 2024 | |
| 001 | NEAL WEICHEL REAL ESTATE, INC. PROFIT SHARING PLAN AND TRUST | ProfitSharing | $4.9M | 9 | 2024 |
Retirement plans