Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AFFORDABLE TOOLS, LLC
EIN 20-2341741Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
58
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 58 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
AFFORDABLE TOOLS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$4.4M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AFFORDABLE TOOLS 401(K) PLAN
401k
Assets$3.0M
Participants32
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 | AFFORDABLE TOOLS, LLC CASH BALANCE PENSION PLAN | CashBalance | $4.4M | 26 | 2025 | |
| 001 | AFFORDABLE TOOLS 401(K) PLAN | 401k | $3.0M | 32 | 2025 |
Retirement plans