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Sponsor portfolio

CL BUSINESS COACHING LLC

EIN 46-2262233-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$413K assets
Welfare
0
Participants
44
7400 W 110TH ST, SUITE 250 - OVERLAND PARK, KS 66210913-777-4144
Plans on this EIN
2 filings
#002CashBalance-$213K - 12 part#001ProfitSharing-$200K - 32 part

Retirement portfolio analytics

2 plans aggregated / $413K assets / 44 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PLAN (#002)52%
  • TURNKEY MARKETING 401(K) (#001)48%
Total $413KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TURNKEY MARKETING 401(K) (#001)32
  • CASH BALANCE PLAN (#002)12
Total 44Click 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#002

TURNKEY MARKETING CASH BALANCE PLAN

CashBalance

Assets$213K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TURNKEY MARKETING 401(K) PLAN

ProfitSharing

Assets$200K
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TURNKEY MARKETING CASH BALANCE PLANCashBalance$213K122024
001TURNKEY MARKETING 401(K) PLANProfitSharing$200K322024
Retirement plans
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