Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASSOCIATED PENSION CONSULTANTS, INC.
EIN 11-3271022Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$14.2M assets
Welfare
0
Participants
52
401 BROADHOLLOW ROAD, SUITE 403 - MELVILLE, NY 11747516-364-0583
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.2M assets / 52 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
ASSOCIATED PENSION CONSULTANTS, INC. 401(K) PLAN
401k
Assets$9.7M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
ASSOCIATED PENSION CONSULTANTS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$4.5M
Participants16
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 | ASSOCIATED PENSION CONSULTANTS, INC. 401(K) PLAN | 401k | $9.7M | 36 | 2025 | |
| 003 | ASSOCIATED PENSION CONSULTANTS, INC. CASH BALANCE PENSION PLAN | CashBalance | $4.5M | 16 | 2025 |
Retirement plans