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Sponsor portfolio

TAX RESOLUTION SPECIALISTS, INC

EIN 02-0713590-accounting-Latest filing 2024
Plans
2
Retirement
2
$647K assets
Welfare
0
Participants
9
454 FAIRBANKS RD, # 1 - FARMINGTON, ME 04938207-778-9308LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002401k-$435K - 6 part#003CashBalance-$212K - 3 part

Retirement portfolio analytics

2 plans aggregated / $647K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • SPECIALISTS, INC 401(K) (#002)67%
  • CASH BALANCE PLAN (#003)33%
Total $647KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SPECIALISTS, INC 401(K) (#002)6
  • CASH BALANCE PLAN (#003)3
Total 9Click 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

TAX RESOLUTION SPECIALISTS, INC 401(K) PLAN

401k

Assets$435K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TAX RESOLUTION SPECIALISTS, INC. CASH BALANCE PLAN

CashBalance

Assets$212K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TAX RESOLUTION SPECIALISTS, INC 401(K) PLAN401k$435K62024
003TAX RESOLUTION SPECIALISTS, INC. CASH BALANCE PLANCashBalance$212K32024
Retirement plans
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