Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
SALES TAX CONSULTANTS
EIN 11-3702491Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
22
700 WASHINGTON STREET, SUITE 104 - COLUMBUS, IN 47201317-716-3388
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.5M assets / 22 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
SALES TAX CONSULTANTS 401(K) PLAN
401k
Assets$1.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SALES TAX CONSULTANTS CASH BALANCE PLAN & TRUST
CashBalance
Assets$1.6M
Participants6
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 | SALES TAX CONSULTANTS 401(K) PLAN | 401k | $1.9M | 16 | 2025 | |
| 002 | SALES TAX CONSULTANTS CASH BALANCE PLAN & TRUST | CashBalance | $1.6M | 6 | 2025 |
Retirement plans