Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $4.7M assets / 20 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
Cash balance
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | APPLIED BUSINESS SYSTEMS, INC. PROFIT SHARING PLAN | Profit-sharing | $3.4M | 11 | 2025 |
| #002 | APPLIED BUSINESS SYSTEMS, INC. CASH BALANCE PLAN | Cash balance | $1.3M | 9 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #001 | APPLIED BUSINESS SYSTEMS, INC. PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |