Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADG ARCHITECTURE, LLC
EIN 45-4265882architecture & planningLatest filing 2024
Plans
2
Retirement
2
$829K assets
Welfare
0
Participants
15
3820 COLONIAL BLVD., SUITE 100 - FORT MYERS, FL 33966239-277-0554adgarchitecture.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $829K assets / 15 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
ADG ARCHITECTURE, LLC CASH BALANCE PLAN
CashBalance
Assets$609K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADG ARCHITECTURE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$220K
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 | |
|---|---|---|---|---|---|---|
| 002 | ADG ARCHITECTURE, LLC CASH BALANCE PLAN | CashBalance | $609K | 7 | 2024 | |
| 001 | ADG ARCHITECTURE, LLC 401(K) PROFIT SHARING PLAN | 401k | $220K | 8 | 2024 |
Retirement plans