Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TOLTEC INVESTIGATIONS, LLC
EIN 45-3659615Administrative and Support and Waste Management and Remediation ServicesLatest filing 2024
Plans
2
Retirement
2
$959K assets
Welfare
0
Participants
10
535 CENTRAL AVENUE - ST. PETERSBURG, FL 33701727-403-1129
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $959K assets / 10 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
TOLTEC INVESTIGATIONS, LLC CASH BALANCE PLAN
CashBalance
Assets$665K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TOLTEC INVESTIGATIONS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$294K
Participants6
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 | TOLTEC INVESTIGATIONS, LLC CASH BALANCE PLAN | CashBalance | $665K | 4 | 2024 | |
| 002 | TOLTEC INVESTIGATIONS, LLC 401(K) PROFIT SHARING PLAN | 401k | $294K | 6 | 2024 |
Retirement plans