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  2. CELTIC CONSULTING, LLC
Sponsor portfolio

CELTIC CONSULTING, LLC

EIN 13-4216428-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
35
339 MAIN STREET - TORRINGTON, CT 06790860-321-7413celticconsulting.orgLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#002CashBalance-$1.9M - 16 part#001401k-$1.7M - 19 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • CASH BALANCE PLAN (#002)53%
  • PROFIT SHARING PLAN (#001)47%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)19
  • CASH BALANCE PLAN (#002)16
Total 35Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CELTIC CONSULTING, LLC CASH BALANCE PLAN

CashBalance

Assets$1.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CELTIC CONSULTING, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$1.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CELTIC CONSULTING, LLC CASH BALANCE PLANCashBalance$1.9M162025
001CELTIC CONSULTING, LLC 401(K) PROFIT SHARING PLAN401k$1.7M192025
Retirement plans
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