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Sponsor portfolio

NATALYA, LLC

EIN 27-2485379-retail-Latest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
26
5421 TABOR DRIVE - AMES, IA 50014515-290-4763LinkedIn1-10 employeesretail
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 12 part#001401k-$544K - 14 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 26 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • CASH BALANCE PENSION (#002)66%
  • NATALYA, LLC 401(K) (#001)34%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NATALYA, LLC 401(K) (#001)14
  • CASH BALANCE PENSION (#002)12
Total 26Click 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#002

NATALYA, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$1.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NATALYA, LLC 401(K) PLAN

401k

Assets$544K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NATALYA, LLC CASH BALANCE PENSION PLANCashBalance$1.1M122024
001NATALYA, LLC 401(K) PLAN401k$544K142024
Retirement plans
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