Assets by plan
Share of aggregate retirement assets
79%top
Sponsor portfolio
ANDERSON BOBACK & MARSHALL LLC
EIN 20-0372198Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
19
20 N. CLARK STREET, SUITE 3300 - CHICAGO, IL 60602312-715-0870
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 19 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
ANDERSON BOBACK & MARSHALL LLC CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ANDERSON BOBACK AND MARSHALL 401(K) PROFIT SHARING PLAN
401k
Assets$673K
Participants10
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 | ANDERSON BOBACK & MARSHALL LLC CASH BALANCE PLAN & TRUST | CashBalance | $2.6M | 9 | 2024 | |
| 001 | ANDERSON BOBACK AND MARSHALL 401(K) PROFIT SHARING PLAN | 401k | $673K | 10 | 2024 |
Retirement plans