Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUSINESS VALUATION SPECIALISTS LLC
EIN 45-2369992Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
8
84 PICKETTS RIDGE ROAD - REDDING, CT 06896888-343-9335
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 8 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
BUSINESS VALUATION SPECIALISTS DBA EQUIPMENT APPRAISAL SERVICES CASH BALANCE PENSION PLAN
CashBalance
Assets$641K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BUSINESS VALUATION SPECIALISTS LLC DBA EQUIPMENT APPRAISAL SERVICES 401(K) PROFIT SHARING PLAN
401k
Assets$424K
Participants4
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 | BUSINESS VALUATION SPECIALISTS DBA EQUIPMENT APPRAISAL SERVICES CASH BALANCE PENSION PLAN | CashBalance | $641K | 4 | 2025 | |
| 002 | BUSINESS VALUATION SPECIALISTS LLC DBA EQUIPMENT APPRAISAL SERVICES 401(K) PROFIT SHARING PLAN | 401k | $424K | 4 | 2025 |
Retirement plans