Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STAFFORD FAMILY REALTORS, INC.
EIN 20-3339164real estateLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
6
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 6 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#001
STAFFORD FAMILY REALTORS EMPLOYEE SAVINGS PLAN
401k
Assets$2.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STAFFORD FAMILY REALTORS CASH BALANCE PLAN
CashBalance
Assets$944K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STAFFORD FAMILY REALTORS EMPLOYEE SAVINGS PLAN | 401k | $2.0M | 3 | 2025 | |
| 002 | STAFFORD FAMILY REALTORS CASH BALANCE PLAN | CashBalance | $944K | 3 | 2025 |
Retirement plans