Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UNCLE LOUIE, THE RESTAURANT, LLC
EIN 26-2723141restaurantsLatest filing 2024
Plans
2
Retirement
2
$626K assets
Welfare
0
Participants
17
31313 N. SCOTTSDALE ROAD, SUITE 180 - SCOTTSDALE, AZ 85262480-206-9097unclelouie.comLinkedIn1-10 employeesrestaurants
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $626K assets / 17 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
UNCLE LOUIE, THE RESTAURANT CASH BALANCE PLAN
CashBalance
Assets$419K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UNCLE LOUIE, THE RESTAURANT 401(K) PLAN
401k
Assets$207K
Participants8
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 | UNCLE LOUIE, THE RESTAURANT CASH BALANCE PLAN | CashBalance | $419K | 9 | 2024 | |
| 001 | UNCLE LOUIE, THE RESTAURANT 401(K) PLAN | 401k | $207K | 8 | 2024 |
Retirement plans