Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VOTZE BUTLER & ASSOCIATES, INC.
EIN 04-3517428constructionLatest filing 2024
Plans
2
Retirement
2
$10.4M assets
Welfare
0
Participants
55
1075 WESTFORD STREET, 4TH FLOOR - LOWELL, MA 01851978-459-7600votzebutler.comLinkedIn11-50 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.4M assets / 55 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
VOTZE BUTLER & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$5.3M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VOTZE BUTLER & ASSOCIATES, INC. PENSION PLAN
CashBalance
Assets$5.1M
Participants28
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 | VOTZE BUTLER & ASSOCIATES, INC. 401(K) PLAN | 401k | $5.3M | 27 | 2024 | |
| 002 | VOTZE BUTLER & ASSOCIATES, INC. PENSION PLAN | CashBalance | $5.1M | 28 | 2024 |
Retirement plans