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  2. PARK & ASSOCIATES LLC
Sponsor portfolio

PARK & ASSOCIATES LLC

EIN 27-4885856-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$4.5M assets
Welfare
0
Participants
24
3840 MASTHEAD NE - ALBUQUERQUE, NM 87109505-246-2805
Plans on this EIN
2 filings
#002CashBalance-$2.4M - 12 part#001401k-$2.1M - 12 part

Retirement portfolio analytics

2 plans aggregated / $4.5M assets / 24 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • & ASSOCIATES 401(K) (#001)46%
Total $4.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)12
  • & ASSOCIATES 401(K) (#001)12
Total 24Click 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

PARK & ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$2.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PARK & ASSOCIATES 401(K) PLAN

401k

Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PARK & ASSOCIATES CASH BALANCE PLANCashBalance$2.4M122025
001PARK & ASSOCIATES 401(K) PLAN401k$2.1M122025
Retirement plans
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