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Sponsor portfolio

ATLANTIC EQUITY GROUP

EIN 36-4677415-Construction-Latest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
5
75 TAYLOR AVE - MANASQUAN, NJ 087363022732-996-2440
Plans on this EIN
2 filings
#001401k-$1.3M - 2 part#002CashBalance-$887K - 3 part

Retirement portfolio analytics

2 plans aggregated / $2.2M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • PLAN & TRUST (#001)59%
  • CASH BALANCE PLAN (#002)41%
Total $2.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • PLAN & TRUST (#001)2
Total 5Click 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#001

ATLANTIC EQUITY GROUP 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ATLANTIC MODULAR BUILDERS CASH BALANCE PLAN

CashBalance

Assets$887K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ATLANTIC EQUITY GROUP 401(K) PROFIT SHARING PLAN & TRUST401k$1.3M22025
002ATLANTIC MODULAR BUILDERS CASH BALANCE PLANCashBalance$887K32025
Retirement plans
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