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Sponsor portfolio

TAJ WORLDWIDE

EIN 27-0650782-transportation/trucking/railroad-Latest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
14
9033 AERO, SUITE 200 - SAN ANTONIO, TX 78217210-826-0235tajworldwidesat.comLinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001CashBalance-$1.0M - 7 part#002401k-$502K - 7 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#001)67%
  • TAJ WORLDWIDE 401(K) (#002)33%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)7
  • TAJ WORLDWIDE 401(K) (#002)7
Total 14Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TAJ WORLDWIDE CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TAJ WORLDWIDE 401(K) PLAN

401k

Assets$502K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TAJ WORLDWIDE CASH BALANCE PLANCashBalance$1.0M72024
002TAJ WORLDWIDE 401(K) PLAN401k$502K72024
Retirement plans
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