Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ROBERT H. WARD & ASSOCIATES, INC.
EIN 36-3334233ConstructionLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 12 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
ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN
MoneyPurchase
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ROBERT H. WARD & ASSOCIATES, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.2M
Participants6
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 | ROBERT H. WARD & ASSOCIATES, INC. MONEY PURCHASE PLAN | MoneyPurchase | $1.3M | 6 | 2024 | |
| 002 | ROBERT H. WARD & ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $1.2M | 6 | 2024 |
Retirement plans