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Sponsor portfolio

APPLIED VALUE LLC

EIN 16-1641384-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
116
300 BRICKSTONE SQUARE, SUITE 201 - ANDOVER, MA 01810978-631-4142
Plans on this EIN
2 filings
#001MoneyPurchase-$7.0M - 67 part#002401k-$5.4M - 49 part

Retirement portfolio analytics

2 plans aggregated / $12.4M assets / 116 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • VALUE LLC PENSION (#001)57%
  • LLC 401(K) Savings (#002)43%
Total $12.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALUE LLC PENSION (#001)67
  • LLC 401(K) Savings (#002)49
Total 116Click 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#001

APPLIED VALUE LLC PENSION PLAN

MoneyPurchase

Assets$7.0M
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

APPLIED VALUE LLC 401(K) SAVINGS PLAN

401k

Assets$5.4M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001APPLIED VALUE LLC PENSION PLANMoneyPurchase$7.0M672024
002APPLIED VALUE LLC 401(K) SAVINGS PLAN401k$5.4M492024
Retirement plans
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