Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TA REALTY LLC
EIN 04-3341880Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$66.7M assets
Welfare
0
Participants
220
ONE FEDERAL STREET, 17TH FLOOR - BOSTON, MA 02110617-476-2700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $66.7M assets / 220 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
TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$61.7M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
TA REALTY LLC CASH BALANCE PLAN
CashBalance
Assets$5.0M
Participants54
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 | TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | 401k | $61.7M | 166 | 2024 | |
| 002 | TA REALTY LLC CASH BALANCE PLAN | CashBalance | $5.0M | 54 | 2025 |
Retirement plans