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Sponsor portfolio

AUSTIN 3(16) FIDUCIARY LIMITED

EIN 46-2981114-Accommodation and Food Services-Latest filing 2024
Plans
3
Retirement
3
$86.8M assets
Welfare
0
Participants
6,374
119 ELAINE DRIVE - GARDEN CITY, NY 11530516-594-1557
Plans on this EIN
3 filings
#002401k-$74.5M - 1,934 part#001401k-$7.6M - 4,294 part#051401k-$4.6M - 146 part

Retirement portfolio analytics

3 plans aggregated / $86.8M assets / 6,374 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • POOLED EMPLOYER PLAN (#002)86%
  • FBA RETIREMENT PLAN (#001)9%
  • POOLED EMPLOYER PLAN (#051)5%
Total $86.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
86%top
  • RPG CONSULTANTS86%
  • TRANSAMERICA RETIREMENT SOLUTIONS9%
  • (Not disclosed)5%
Total $86.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FBA RETIREMENT PLAN (#001)4,294
  • POOLED EMPLOYER PLAN (#002)1,934
  • POOLED EMPLOYER PLAN (#051)146
Total 6,374Click 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

THE INTERNATIONAL 401(K) POOLED EMPLOYER PLAN

401k

Assets$74.5M
Participants1,934
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FBA RETIREMENT PLAN

401k

Assets$7.6M
Participants4,294
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#051

WCP 401K POOLED EMPLOYER PLAN

401k

Assets$4.6M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002THE INTERNATIONAL 401(K) POOLED EMPLOYER PLAN401k$74.5M1,9342024
001FBA RETIREMENT PLAN401k$7.6M4,2942024
051WCP 401K POOLED EMPLOYER PLAN401k$4.6M1462024
Retirement plans
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