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Sponsor portfolio

MEHTA & MANN

EIN 95-4753170-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
10
25448 HARDY PLACE - STEVENSON RANCH, CA 91381661-284-1818mehtamann.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002TraditionalDB-$2.6M - 4 part#001401k-$984K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • & MANN PENSION (#002)72%
  • MANN RETIREMENT PLAN (#001)28%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MANN RETIREMENT PLAN (#001)6
  • & MANN PENSION (#002)4
Total 10Click 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#002

MEHTA & MANN PENSION PLAN

TraditionalDB

Assets$2.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MEHTA & MANN RETIREMENT PLAN

401k

Assets$984K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MEHTA & MANN PENSION PLANTraditionalDB$2.6M42024
001MEHTA & MANN RETIREMENT PLAN401k$984K62024
Retirement plans
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