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Sponsor portfolio

THE MINT JULEP BOUTIQUE

EIN 45-5192102-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
82
1725 ALTAMONT COURT - AUBURN, AL 36830334-332-2842
Plans on this EIN
2 filings
#001401k-$3.6M - 32 part#002CashBalance-$871K - 50 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 82 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • JULEP BOUTIQUE 401(K) (#001)80%
  • CASH BALANCE PLAN (#002)20%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)50
  • JULEP BOUTIQUE 401(K) (#001)32
Total 82Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE MINT JULEP BOUTIQUE 401(K) PLAN

401k

Assets$3.6M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE MINT JULEP BOUTIQUE CASH BALANCE PLAN

CashBalance

Assets$871K
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE MINT JULEP BOUTIQUE 401(K) PLAN401k$3.6M322025
002THE MINT JULEP BOUTIQUE CASH BALANCE PLANCashBalance$871K502025
Retirement plans
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