Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BETZ & ASSOCIATES
EIN 26-0358508Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
12
1 RIGHTER PARKWAY, SUITE 250 - WILMINGTON, DE 19803302-482-3049
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 12 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
BETZ & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$5.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BETZ & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$775K
Participants3
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 | BETZ & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $5.1M | 9 | 2025 | |
| 002 | BETZ & ASSOCIATES CASH BALANCE PLAN | CashBalance | $775K | 3 | 2025 |
Retirement plans