Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
ANNE AND NATE, LLC
EIN 27-1199431Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
2624 P STREET NW - WASHINGTON, DC 20007202-333-5905
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 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
ANNE AND NATE, LLC CASH BALANCE PLAN
CashBalance
Assets$957K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ANNE AND NATE, LLC 401(K) PLAN
401k
Assets$150K
Participants3
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 | ANNE AND NATE, LLC CASH BALANCE PLAN | CashBalance | $957K | 3 | 2024 | |
| 001 | ANNE AND NATE, LLC 401(K) PLAN | 401k | $150K | 3 | 2024 |
Retirement plans