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Sponsor portfolio

ANITA TAFF-RICE

EIN 46-3221866-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
4
1516 PICO WAY - WALNUT CREEK, CA 94597415-699-7885
Plans on this EIN
2 filings
#002TraditionalDB-$2.3M - 2 part#001401k-$168K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

93%top
  • PLAN & TRUST (#002)93%
  • PLAN & TRUST (#001)7%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)2
  • PLAN & TRUST (#001)2
Total 4Click 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

ATR DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$2.3M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ATR 401(K) PLAN & TRUST

401k

Assets$168K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ATR DEFINED BENEFIT PLAN & TRUSTTraditionalDB$2.3M22024
001ATR 401(K) PLAN & TRUST401k$168K22024
Retirement plans
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