Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RETIREMENT VISIONS, LLC
EIN 45-0565340financial servicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
17
433 SOUTH MAIN STREET, SUITE 210 - WEST HARTFORD, CT 06110860-899-1280allset2retire.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 17 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
RETIREMENT VISIONS, LLC 401(K) PLAN
401k
Assets$2.4M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
RETIREMENT VISIONS, LLC CASH BALANCE PLAN
CashBalance
Assets$708K
Participants8
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 | RETIREMENT VISIONS, LLC 401(K) PLAN | 401k | $2.4M | 9 | 2024 | |
| 002 | RETIREMENT VISIONS, LLC CASH BALANCE PLAN | CashBalance | $708K | 8 | 2024 |
Retirement plans