Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALERIE SCHLITT ASSOCIATES, INC.
EIN 04-3706166program developmentLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
141
212 HADDON AVENUE, SUITE 8 - HADDON TOWNSHIP, NJ 08108856-240-8100LinkedIn11-50 employeesprogram development
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 141 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#002
VALERIE SCHLITT ASSOCIATES, INC. RETIREMENT PLAN
CashBalance
Assets$1.9M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VALERIE SCHLITT ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$632K
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | VALERIE SCHLITT ASSOCIATES, INC. RETIREMENT PLAN | CashBalance | $1.9M | 50 | 2024 | |
| 001 | VALERIE SCHLITT ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $632K | 91 | 2024 |
Retirement plans