Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PAYMENTPASS, INC.
EIN 26-2328108Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
12
317 SIDNEY BAKER ST., SUITE 400-116 - KERRVILLE, TX 78028626-523-2462
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.4M 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
PAYMENTPASS, INC. RETIREMENT PLAN TRUST
401k
Assets$762K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PAYMENTPASS, INC. CASH BALANCE PLAN
CashBalance
Assets$642K
Participants6
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 | PAYMENTPASS, INC. RETIREMENT PLAN TRUST | 401k | $762K | 6 | 2024 | |
| 003 | PAYMENTPASS, INC. CASH BALANCE PLAN | CashBalance | $642K | 6 | 2024 |
Retirement plans