Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN TRAVELER, INC.
EIN 26-4474893Retail TradeLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
53
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 53 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
AMERICAN TRAVELER, INC. CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AMERICAN TRAVELER, INC. RETIREMENT PLAN
401k
Assets$1.0M
Participants30
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 | AMERICAN TRAVELER, INC. CASH BALANCE PLAN | CashBalance | $1.8M | 23 | 2024 | |
| 001 | AMERICAN TRAVELER, INC. RETIREMENT PLAN | 401k | $1.0M | 30 | 2024 |
Retirement plans