Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
S&A POLACHECK & ASSOCIATES, INC.
EIN 95-4678456Retail TradeLatest filing 2024
Plans
2
Retirement
2
$7.7M assets
Welfare
0
Participants
38
4719 COMMONS WAY, SUITE E - CALABASAS, CA 91302818-225-0600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.7M assets / 38 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
POLACHECK & ASSOCIATES, INC. PROFIT SHARING PLAN
401k
Assets$6.6M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
S&A POLACHECK & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants13
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 | POLACHECK & ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $6.6M | 25 | 2024 | |
| 003 | S&A POLACHECK & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $1.1M | 13 | 2024 |
Retirement plans