Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BRAND CONSULTANCY, LLC
EIN 20-2055185Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
28
P.O. BOX 1590 - WRIGHTSVILLE BEACH, NC 28480202-438-1157
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 28 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
THE BRAND CONSULTANCY, LLC CASH BALANCE PLAN
CashBalance
Assets$3.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE BRAND CONSULTANCY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants22
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 | THE BRAND CONSULTANCY, LLC CASH BALANCE PLAN | CashBalance | $3.0M | 6 | 2024 | |
| 001 | THE BRAND CONSULTANCY, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 22 | 2024 |
Retirement plans