Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ETHERTON AND ASSOCIATES, INC.
EIN 20-4530537management consultingLatest filing 2024
Plans
2
Retirement
2
$585K assets
Welfare
0
Participants
2
1489 CHAIN BRIDGE RD., STE. 304 - MCLEAN, VA 22101202-913-5290ethertonandassociates.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $585K assets / 2 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
ETHERTON AND ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$343K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ETHERTON AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$242K
Participants1
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 | ETHERTON AND ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $343K | 1 | 2024 | |
| 001 | ETHERTON AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $242K | 1 | 2024 |
Retirement plans