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Sponsor portfolio

BILTSMART, INC.

EIN 33-1168588-construction-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
17
2209 EASTCHESTER DRIVE, SUITE 101 - HIGH POINT, NC 27265336-327-5500biltsmart.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#002CashBalance-$768K - 5 part#001401k-$519K - 12 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CASH BALANCE PLAN (#002)60%
  • BILTSMART, INC. 401(K) (#001)40%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BILTSMART, INC. 401(K) (#001)12
  • CASH BALANCE PLAN (#002)5
Total 17Click 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

BILTSMART, INC. CASH BALANCE PLAN

CashBalance

Assets$768K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BILTSMART, INC. 401(K) PLAN

401k

Assets$519K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BILTSMART, INC. CASH BALANCE PLANCashBalance$768K52024
001BILTSMART, INC. 401(K) PLAN401k$519K122024
Retirement plans
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