Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TODD STRATEGY, LLC
EIN 46-5566087government relationsLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
29
1201 NEW YORK AVENUE NW, 8TH FLOOR - WASHINGTON, DC 20005202-352-7761toddstrategy.comLinkedIn1-10 employeesgovernment relations
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 29 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TODD STRATEGY 401(K) PLAN
401k
Assets$1.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TODD STRATEGY CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TODD STRATEGY 401(K) PLAN | 401k | $1.8M | 17 | 2024 | |
| 002 | TODD STRATEGY CASH BALANCE PLAN | CashBalance | $1.4M | 12 | 2024 |
Retirement plans