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Sponsor portfolio

WARM SOUND

EIN 46-4814362-Other Services (except Public Administration)-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
7
80 WHITETAIL LANE - SEDONA, AZ 86336310-447-1459
Plans on this EIN
2 filings
#001CashBalance-$941K - 3 part#002ProfitSharing-$145K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#001)87%
  • SOUND RETIREMENT PLAN (#002)13%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SOUND RETIREMENT PLAN (#002)4
  • CASH BALANCE PLAN (#001)3
Total 7Click 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

WARM SOUND CASH BALANCE PLAN

CashBalance

Assets$941K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WARM SOUND RETIREMENT PLAN

ProfitSharing

Assets$145K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WARM SOUND CASH BALANCE PLANCashBalance$941K32024
002WARM SOUND RETIREMENT PLANProfitSharing$145K42024
Retirement plans
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