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  2. Paschal Associates, Ltd
  • Retirement analytics
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Filings through Oct 24, 2026.

Paschal Associates, Ltd

EIN 46-1043669-mining & metals-Latest filing 2025
Plans
2
Retirement
2
$39.6M assets
Health & Benefits
0
Participants
33
324 S. WILMINGTON STREET #158 - RALEIGH, NC 27601336-625-2535paschalassociates.comLinkedIn11-50 employeesmining & metals
Plans on this EIN
2 filings
#002ESOP-$37.3M - 17 part#001401(k)-$2.3M - 16 part

Retirement portfolio analytics

2 plans aggregated / $39.6M assets / 33 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$37.3M
  • LTD 401K PLAN (#001)$2.3M
Total $39.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)17
  • LTD 401K PLAN (#001)16
Total 33Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PASCHAL ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$37.3M
Participants17
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PASCHAL ASSOCIATES, LTD 401K PLAN

401(k)

Assets$2.3M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PASCHAL ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$37.3M172025
#001PASCHAL ASSOCIATES, LTD 401K PLAN401(k)$2.3M162025
  • PASCHAL ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN$37.3M
    #002 · ESOP · 202517
  • PASCHAL ASSOCIATES, LTD 401K PLAN$2.3M
    #001 · 401(k) · 202516
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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