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Sponsor portfolio

A-OK LOCKSMITH COMPANY

EIN 41-1330735-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
2
$417K assets
Welfare
0
Participants
6
4525 149TH CT - APPLE VALLEY, MN 551246925952-435-5003
Plans on this EIN
2 filings
#002401k-$287K - 3 part#001CashBalance-$130K - 3 part

Retirement portfolio analytics

2 plans aggregated / $417K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • LOCKSMITH COMPANY 401(K) (#002)69%
  • LOCKSMITH COMPANY PENSION (#001)31%
Total $417KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOCKSMITH COMPANY 401(K) (#002)3
  • LOCKSMITH COMPANY PENSION (#001)3
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#002

A-OK LOCKSMITH COMPANY 401(K) PLAN

401k

Assets$287K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

A-OK LOCKSMITH COMPANY PENSION PLAN

CashBalance

Assets$130K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002A-OK LOCKSMITH COMPANY 401(K) PLAN401k$287K32024
001A-OK LOCKSMITH COMPANY PENSION PLANCashBalance$130K32024
Retirement plans
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