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Sponsor portfolio

TONYA PEEK REAL ESTATE INVESTMENT, LLC

EIN 46-0689028-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
6
7800 CASTLEBRIDGE - THE COLONY, TX 75056214-356-4472
Plans on this EIN
2 filings
#001TraditionalDB-$1.1M - 3 part#002401k-$281K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • DEFINED BENEFIT PENSION (#001)80%
  • PROFIT SHARING PLAN (#002)20%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)3
  • PROFIT SHARING PLAN (#002)3
Total 6Click 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

TONYA PEEK REAL ESTATE INVESTMENT LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

TONYA PEEK REAL ESTATE INVESTMENT LLC PROFIT SHARING PLAN

401k

Assets$281K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TONYA PEEK REAL ESTATE INVESTMENT LLC DEFINED BENEFIT PENSION PLANTraditionalDB$1.1M32024
002TONYA PEEK REAL ESTATE INVESTMENT LLC PROFIT SHARING PLAN401k$281K32024
Retirement plans
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