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  2. CONTINENTAL ASSETS MANAGEMENT, LLC
Sponsor portfolio

CONTINENTAL ASSETS MANAGEMENT, LLC

EIN 95-4825352-real estate-Latest filing 2024
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
34
133 E. SAINT JOSEPH ST - ARCADIA, CA 91006626-358-9888continental-mgmt.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#001TraditionalDB-$7.8M - 8 part#002ProfitSharing-$228K - 26 part

Retirement portfolio analytics

2 plans aggregated / $8.0M assets / 34 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • DEFINED BENEFIT PENSION (#001)97%
  • PROFIT SHARING PLAN (#002)3%
Total $8.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)26
  • DEFINED BENEFIT PENSION (#001)8
Total 34Click 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

CONTINENTAL ASSETS MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$7.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONTINENTAL ASSETS MANAGEMENT, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$228K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONTINENTAL ASSETS MANAGEMENT, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$7.8M82024
002CONTINENTAL ASSETS MANAGEMENT, LLC PROFIT SHARING PLANProfitSharing$228K262024
Retirement plans
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