Assets by plan
Share of aggregate retirement assets
50%top
Sponsor portfolio
B TWO DIRECT, LLC
EIN 45-3338670InformationLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
36
100 STERLING PKWY, SUITE 105 - MECHANICSBURG, PA 17050717-516-2208
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 36 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#002
B TWO DIRECT, LLC CASH BALANCE PENSION PLAN AND TRUST
CashBalance
Assets$3.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
B TWO DIRECT 401(K) PLAN
401k
Assets$3.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | B TWO DIRECT, LLC CASH BALANCE PENSION PLAN AND TRUST | CashBalance | $3.5M | 17 | 2025 | |
| 001 | B TWO DIRECT 401(K) PLAN | 401k | $3.5M | 19 | 2025 |
Retirement plans