Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LLOYD NAES CPA CFP
EIN 43-1470615Finance and InsuranceLatest filing 2024
Plans
3
Retirement
3
$1.0M assets
Welfare
0
Participants
3
7144 STANFORD AVENUE - SAINT LOUIS, MO 63130314-772-4022
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.0M assets / 3 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#003
LLOYD NAES CPA CFP CASH BALANCE PLAN
CashBalance
Assets$567K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LLOYD NAES CPA CFP
401k
Assets$422K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LLOYD NAES CPA CFP PROFIT SHARING PLAN
ProfitSharing
Assets$38K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LLOYD NAES CPA CFP CASH BALANCE PLAN | CashBalance | $567K | 1 | 2024 | |
| 001 | LLOYD NAES CPA CFP | 401k | $422K | 1 | 2024 | |
| 002 | LLOYD NAES CPA CFP PROFIT SHARING PLAN | ProfitSharing | $38K | 1 | 2024 |
Retirement plans