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Sponsor portfolio

SOLES CONSULTING, LLC

EIN 33-1401286-Construction-Latest filing 2024
Plans
2
Retirement
2
$385K assets
Welfare
0
Participants
9
17517 E. MINERAL PLACE - CENTENNIAL, CO 80016720-839-5412
Plans on this EIN
2 filings
#002CashBalance-$306K - 4 part#001ProfitSharing-$79K - 5 part

Retirement portfolio analytics

2 plans aggregated / $385K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • CASH BALANCE PLAN (#002)80%
  • CONSULTING, LLC 401(K) (#001)20%
Total $385KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSULTING, LLC 401(K) (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click 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

SOLES CONSULTING, LLC CASH BALANCE PLAN

CashBalance

Assets$306K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOLES CONSULTING, LLC 401(K) PLAN

ProfitSharing

Assets$79K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOLES CONSULTING, LLC CASH BALANCE PLANCashBalance$306K42024
001SOLES CONSULTING, LLC 401(K) PLANProfitSharing$79K52024
Retirement plans
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