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Sponsor portfolio

POSITIVE, LLC

EIN 46-2060559-Retail Trade-Latest filing 2024
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
31
1940 W CHANDLER BLVD STE 2-489 - CHANDLER, AZ 85224650-468-0803
Plans on this EIN
2 filings
#001CashBalance-$537K - 13 part#002401k-$495K - 18 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 31 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#001)52%
  • PROFIT SHARING PLAN (#002)48%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)18
  • CASH BALANCE PLAN (#001)13
Total 31Click 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

POSITIVE, LLC CASH BALANCE PLAN

CashBalance

Assets$537K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

POSITIVE, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$495K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001POSITIVE, LLC CASH BALANCE PLANCashBalance$537K132024
002POSITIVE, LLC 401(K) PROFIT SHARING PLAN401k$495K182024
Retirement plans
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