Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHAMBERLAIN CONSULTING GROUP II, LLC
EIN 99-2823105Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
35
2050 MAIN STREET, SUITE 950 - IRVINE, CA 92614949-553-0313
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 35 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#001
CHAMBERLAIN GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CHAMBERLAIN GROUP CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHAMBERLAIN GROUP 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 22 | 2024 | |
| 002 | CHAMBERLAIN GROUP CASH BALANCE PLAN | CashBalance | $1.5M | 13 | 2024 |
Retirement plans