Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BEAU WELLING DESIGN, LLC
EIN 20-8238642architecture & planningLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
21
120 N. MARKLEY STREET, SUITE 100 - GREENVILLE, SC 29601864-208-1973beauwellingdesign.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 21 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
BEAU WELLING DESIGN LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BEAU WELLING DESIGN, LLC CASH BALANCE PLAN
CashBalance
Assets$639K
Participants7
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 | BEAU WELLING DESIGN LLC 401(K) PROFIT SHARING PLAN | 401k | $2.6M | 14 | 2024 | |
| 002 | BEAU WELLING DESIGN, LLC CASH BALANCE PLAN | CashBalance | $639K | 7 | 2024 |
Retirement plans