Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
The Team Approach, Inc.
EIN 26-0430350professional training & coachingLatest filing 2025
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
24
2174 OLD PHILADELPHIA PIKE - LANCASTER, PA 17602717-672-0425teamapproach.comLinkedIn11-50 employeesprofessional training & coaching
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 24 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
THE TEAM APPROACH, INC. CASH BALANCE PLAN
Cash balance
Assets$2.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE TEAM APPROACH, INC. 401(K) PLAN
401(k)
Assets$1.7M
Participants12
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 | THE TEAM APPROACH, INC. CASH BALANCE PLAN | Cash balance | $2.5M | 12 | 2025 | |
| 001 | THE TEAM APPROACH, INC. 401(K) PLAN | 401(k) | $1.7M | 12 | 2025 |
Retirement plans