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  2. AMERICAN TOBACCO EXCHANGE, INC.
Sponsor portfolio

AMERICAN TOBACCO EXCHANGE, INC.

EIN 46-1813680-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
28
4802 LAKE HILLS DRIVE - WILSON, NC 27896919-770-7048
Plans on this EIN
2 filings
#001401k-$919K - 15 part#002CashBalance-$251K - 13 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 28 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • EMPLOYEE RETIREMENT PLAN (#001)79%
  • CASH BALANCE PLAN (#002)21%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE RETIREMENT PLAN (#001)15
  • CASH BALANCE PLAN (#002)13
Total 28Click 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

AMERICAN TOBACCO EXCHANGE EMPLOYEE RETIREMENT PLAN

401k

Assets$919K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN TOBACCO EXCHANGE CASH BALANCE PLAN

CashBalance

Assets$251K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN TOBACCO EXCHANGE EMPLOYEE RETIREMENT PLAN401k$919K152025
002AMERICAN TOBACCO EXCHANGE CASH BALANCE PLANCashBalance$251K132025
Retirement plans
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