Assets by plan
Share of aggregate retirement assets
Filings through .
20/20 Institute LLC
EIN 20-0839245Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
20/20 INSTITUTE CASH BALANCE PLAN
Cash balance
Assets$2.8M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
20/20 INSTITUTE 401(K) PLAN
Profit-sharing
Assets$794K
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 20/20 INSTITUTE CASH BALANCE PLAN | Cash balance | $2.8M | 8 | 2025 |
| #001 | 20/20 INSTITUTE 401(K) PLAN | Profit-sharing | $794K | 18 | 2025 |
- #002 · Cash balance · 20258
- #001 · Profit-sharing · 202518
Retirement plans