Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NORTH ATLANTIC TRADERS, LTD
EIN 04-3235764financial servicesLatest filing 2024
Plans
2
Retirement
2
$927K assets
Welfare
0
Participants
15
3 GIRDLER ROAD - MARBLEHEAD, MA 01945617-901-4003northatlantictrade.co.ukLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $927K assets / 15 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
NORTH ATLANTIC TRADERS, LTD CASH BALANCE PLAN
CashBalance
Assets$678K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NORTH ATLANTIC TRADERS, LTD 401(K) PLAN
401k
Assets$249K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NORTH ATLANTIC TRADERS, LTD CASH BALANCE PLAN | CashBalance | $678K | 8 | 2024 | |
| 002 | NORTH ATLANTIC TRADERS, LTD 401(K) PLAN | 401k | $249K | 7 | 2024 |
Retirement plans