Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PASCHAL ASSOCIATES, LLC
EIN 46-1043669mining & metalsLatest filing 2025
Plans
2
Retirement
2
$39.6M assets
Welfare
0
Participants
33
324 S. WILMINGTON STREET #158 - RALEIGH, NC 27601336-625-2535paschalassociates.comLinkedIn11-50 employeesmining & metals
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $39.6M 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#002
PASCHAL ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$37.3M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PASCHAL ASSOCIATES, LTD 401K PLAN
401k
Assets$2.3M
Participants16
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 | PASCHAL ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $37.3M | 17 | 2025 | |
| 001 | PASCHAL ASSOCIATES, LTD 401K PLAN | 401k | $2.3M | 16 | 2025 |
Retirement plans