Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADR & ASSOCIATES, LTD.
EIN 31-1499809civil engineeringLatest filing 2025
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
45
88 WEST CHURCH STREET - NEWARK, OH 43055740-345-1921adrinnovation.comLinkedIn11-50 employeescivil engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.4M assets / 45 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
ADR & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ADR & ASSOCIATES LTD 401(K) PLAN
401k
Assets$1.6M
Participants24
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 | ADR & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.8M | 21 | 2025 | |
| 001 | ADR & ASSOCIATES LTD 401(K) PLAN | 401k | $1.6M | 24 | 2025 |
Retirement plans