Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SEAN K CLAGGETT & ASSOCIATES, LLC
EIN 20-0720488Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
146
4101 MEADOWS LANE, #100 - LAS VEGAS, NV 89107702-655-2346
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 146 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
SEAN K CLAGGETT & ASSOCIATES 401K PLAN
401k
Assets$7.1M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SEAN K. CLAGGETT & ASSOCIATES, LLC CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants68
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 | SEAN K CLAGGETT & ASSOCIATES 401K PLAN | 401k | $7.1M | 78 | 2024 | |
| 003 | SEAN K. CLAGGETT & ASSOCIATES, LLC CASH BALANCE PLAN | CashBalance | $2.1M | 68 | 2024 |
Retirement plans