Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PEARTREE, L.L.C.
EIN 20-3758059ConstructionLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
16
459 OPELIKA ROAD - AUBURN, AL 36830334-319-0222
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 16 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
PEARTREE, L.L.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$964K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PEAR TREE, L.L.C. 401(K) PLAN
401k
Assets$241K
Participants12
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 | PEARTREE, L.L.C. CASH BALANCE PENSION PLAN | CashBalance | $964K | 4 | 2024 | |
| 001 | PEAR TREE, L.L.C. 401(K) PLAN | 401k | $241K | 12 | 2024 |
Retirement plans