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  2. THE PALTER COMPANY, INC. D/B/A THE CYCLE LOFT
Sponsor portfolio

THE PALTER COMPANY, INC. D/B/A THE CYCLE LOFT

EIN 20-4056349-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
28
675 LOWELL STREET, SUITE 170 - LEXINGTON, MA 02420781-272-0870
Plans on this EIN
2 filings
#001401k-$890K - 16 part#002CashBalance-$580K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CYCLE LOFT 401(K) (#001)61%
  • CASH BALANCE PLAN (#002)39%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CYCLE LOFT 401(K) (#001)16
  • CASH BALANCE PLAN (#002)12
Total 28Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE CYCLE LOFT 401(K) PLAN

401k

Assets$890K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE CYCLE LOFT CASH BALANCE PLAN

CashBalance

Assets$580K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE CYCLE LOFT 401(K) PLAN401k$890K162024
002THE CYCLE LOFT CASH BALANCE PLANCashBalance$580K122024
Retirement plans
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