Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMSTOCK ADVISORS
EIN 34-1823071financial servicesLatest filing 2024
Plans
2
Retirement
2
$10.9M assets
Welfare
0
Participants
35
3825 EDWARDS ROAD, SUITE 103 - CINCINNATI, OH 45209513-327-2171comstockadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.9M assets / 35 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#001
COMSTOCK VALUATION ADVISORS, INC. 401(K) SAVINGS PLAN
401k
Assets$6.2M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
COMSTOCK VALUATION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$4.7M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COMSTOCK VALUATION ADVISORS, INC. 401(K) SAVINGS PLAN | 401k | $6.2M | 19 | 2024 | |
| 002 | COMSTOCK VALUATION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $4.7M | 16 | 2024 |
Retirement plans