Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLANNED RETIREMENT CONSULTANTS & ADMINISTRATORS, INC.
EIN 22-2116608financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
45
P.O. BOX 5126, 555 GOFFLE ROAD, SUITE 200 - RIDGEWOOD, NJ 074515126201-447-6010planned-retirement.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 45 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
PLANNED RETIREMENT CONSULTANTS & ADMINISTRATORS, INC. PROFIT SHARING PLAN
401k
Assets$3.5M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
PLANNED RETIREMENT CONSULTANTS & ADMINISTRATORS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$332K
Participants8
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 | PLANNED RETIREMENT CONSULTANTS & ADMINISTRATORS, INC. PROFIT SHARING PLAN | 401k | $3.5M | 37 | 2024 | |
| 005 | PLANNED RETIREMENT CONSULTANTS & ADMINISTRATORS, LLC CASH BALANCE PENSION PLAN | CashBalance | $332K | 8 | 2024 |
Retirement plans