Assets by plan
Share of aggregate retirement assets
77%top
Sponsor portfolio
PUMA & ASSOCIATES REALTY, INC.
EIN 27-0049241real estateLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
27
18716 W. CATAWBA AVENUE - CORNELIUS, NC 28031704-375-2495pumahomes.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 27 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
PUMA & ASSOCIATES REALTY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PUMA & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$513K
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 | |
|---|---|---|---|---|---|---|
| 001 | PUMA & ASSOCIATES REALTY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.7M | 19 | 2024 | |
| 002 | PUMA & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $513K | 8 | 2024 |
Retirement plans