Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ENTRUST WEALTH COUNSEL
EIN 41-2074446financial servicesLatest filing 2025
Plans
2
Retirement
2
$913K assets
Welfare
0
Participants
18
770 N. COTNER BLVD, SUITE 411 - LINCOLN, NE 68505402-440-2776gomoneypros.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $913K assets / 18 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
ENTRUST WEALTH COUNSEL, INC. 401(K) PLAN
401k
Assets$557K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MONEY PROS, INC. CASH BALANCE PLAN
CashBalance
Assets$357K
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 | ENTRUST WEALTH COUNSEL, INC. 401(K) PLAN | 401k | $557K | 16 | 2025 | |
| 002 | MONEY PROS, INC. CASH BALANCE PLAN | CashBalance | $357K | 2 | 2024 |
Retirement plans