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Sponsor portfolio

ADRA, LLC

EIN 99-4447530-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
18
1661 WESTMINSTER DR. - CARDIFF, CA 920072327858-777-9766
Plans on this EIN
2 filings
#001TraditionalDB-$3.4M - 9 part#002ProfitSharing-$87K - 9 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • DEFINED BENEFIT PENSION (#001)98%
  • PROFIT SHARING PLAN (#002)2%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)9
  • PROFIT SHARING PLAN (#002)9
Total 18Click 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

ADRA, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ADRA, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$87K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADRA, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$3.4M92024
002ADRA, LLC PROFIT SHARING PLANProfitSharing$87K92024
Retirement plans
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