Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
THE ADJUTANT GROUP, LLC
EIN 27-0845183ConstructionLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
14
125 MIDDLE STREET - LAKE MARY, FL 32746321-558-9018
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 14 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 ADJUTANT GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$719K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
THE ADJUTANT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$334K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE ADJUTANT GROUP LLC CASH BALANCE PLAN | CashBalance | $719K | 7 | 2024 | |
| 001 | THE ADJUTANT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $334K | 7 | 2024 |
Retirement plans