Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GRANDE & ASSOCIATES, PLLC
EIN 37-1748643Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$494K assets
Welfare
0
Participants
6
P.O. BOX 911126 - LEXINGTON, KY 40541443-802-6339
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $494K assets / 6 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
PENSION INTERNATIONAL CAPITAL INVESTMENTS DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$493K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENSION INTERNATIONAL CAPITAL INVESTMENTS, PROFIT SHARING PLAN
401k
Assets$1K
Participants2
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 | PENSION INTERNATIONAL CAPITAL INVESTMENTS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $493K | 4 | 2024 | |
| 002 | PENSION INTERNATIONAL CAPITAL INVESTMENTS, PROFIT SHARING PLAN | 401k | $1K | 2 | 2024 |
Retirement plans