Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
20/20 INSTITUTE LLC
EIN 20-0839245Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
26
6501 EAST BELLEVIEW AVENUE, SUITE 140 - ENGLEWOOD, CO 80111303-202-0669
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 26 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
20/20 INSTITUTE CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
20/20 INSTITUTE 401(K) PLAN
ProfitSharing
Assets$794K
Participants18
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 | 20/20 INSTITUTE CASH BALANCE PLAN | CashBalance | $2.8M | 8 | 2025 | |
| 001 | 20/20 INSTITUTE 401(K) PLAN | ProfitSharing | $794K | 18 | 2025 |
Retirement plans