Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE TAPPING SOLUTION, LLC
EIN 26-3391225health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
39
39 BEVERLY DR. - BROOKFIELD, CT 06804203-304-9413thetappingsolution.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 39 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 TAPPING SOLUTION, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE TAPPING SOLUTION, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$774K
Participants22
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 TAPPING SOLUTION, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 17 | 2024 | |
| 001 | THE TAPPING SOLUTION, LLC 401(K) PROFIT SHARING PLAN | 401k | $774K | 22 | 2024 |
Retirement plans