Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TERRANCE M. REVERE, ATTORNEY AT LAW, LLLC
EIN 45-4760359Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
33
970 N. KALAHEO AVENUE, SUITE A301 - KAILUA, HI 96734808-791-9550
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 33 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
REVERE AND ASSOCIATES 401(K) RETIREMENT PLAN
401k
Assets$1.7M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
REVERE AND ASSOCIATES PENSION PLAN
CashBalance
Assets$1.4M
Participants13
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 | REVERE AND ASSOCIATES 401(K) RETIREMENT PLAN | 401k | $1.7M | 20 | 2024 | |
| 002 | REVERE AND ASSOCIATES PENSION PLAN | CashBalance | $1.4M | 13 | 2024 |
Retirement plans