Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RETIREMENT & 401(K) PLAN ADVISORS, LLC
EIN 45-3973159Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
6
7500 FLYING CLOUD DRIVE SUITE 760 - EDEN PRAIRIE, MN 55344952-544-3614
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 6 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
SCOTT LEVERENZ RETIREMENT PLAN
401k
Assets$3.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SCOTT LEVERENZ CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants3
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 | SCOTT LEVERENZ RETIREMENT PLAN | 401k | $3.1M | 3 | 2024 | |
| 002 | SCOTT LEVERENZ CASH BALANCE PLAN | CashBalance | $2.4M | 3 | 2024 |
Retirement plans