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Sponsor portfolio

KEN WALLACE

EIN 22-3311110-Construction-Latest filing 2024
Plans
2
Retirement
2
$362K assets
Welfare
0
Participants
2
49 CONDUIT WAY - COLONIA, NJ 07067908-812-1278
Plans on this EIN
2 filings
#002CashBalance-$272K - 1 part#001401k-$89K - 1 part

Retirement portfolio analytics

2 plans aggregated / $362K assets / 2 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • CASH BALANCE PLAN (#002)75%
  • KEN WALLACE 401(K) (#001)25%
Total $362KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)1
  • KEN WALLACE 401(K) (#001)1
Total 2Click 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#002

KEN WALLACE CASH BALANCE PLAN

CashBalance

Assets$272K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KEN WALLACE 401(K) PLAN

401k

Assets$89K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KEN WALLACE CASH BALANCE PLANCashBalance$272K12024
001KEN WALLACE 401(K) PLAN401k$89K12024
Retirement plans
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