Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARTHA D. IBARRA
EIN 46-5630234Retail TradeLatest filing 2024
Plans
2
Retirement
2
$841K assets
Welfare
0
Participants
18
3821 DOVE CREEK RD - CLEBURNE, TX 76031432-272-9193
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $841K assets / 18 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#002
WEST-TEX ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$619K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WEST-TEX ENTERPRISES 401(K) PLAN
401k
Assets$222K
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 | |
|---|---|---|---|---|---|---|
| 002 | WEST-TEX ENTERPRISES CASH BALANCE PLAN | CashBalance | $619K | 6 | 2024 | |
| 001 | WEST-TEX ENTERPRISES 401(K) PLAN | 401k | $222K | 12 | 2024 |
Retirement plans