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Sponsor portfolio

PACTION DATA, INC

EIN 37-1941129-Information-Latest filing 2025
Plans
2
Retirement
2
$673K assets
Welfare
0
Participants
6
5029 38TH ST N - ARLINGTON, VA 22207202-378-4902
Plans on this EIN
2 filings
#001401k-$465K - 4 part#002CashBalance-$209K - 2 part

Retirement portfolio analytics

2 plans aggregated / $673K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DATA, INC 401(K) (#001)69%
  • CASH BALANCE PLAN (#002)31%
Total $673KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DATA, INC 401(K) (#001)4
  • CASH BALANCE PLAN (#002)2
Total 6Click 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

PACTION DATA, INC 401(K) PLAN

401k

Assets$465K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PACTION DATA, INC. CASH BALANCE PLAN

CashBalance

Assets$209K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PACTION DATA, INC 401(K) PLAN401k$465K42025
002PACTION DATA, INC. CASH BALANCE PLANCashBalance$209K22025
Retirement plans
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