Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CARLSON WEST POVONDRA ARCHITECTS INC.
EIN 47-0708410architecture & planningLatest filing 2024
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
44
5060 DODGE STREET, SUITE 2001 - OMAHA, NE 68132402-551-1500cwparchitects.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 44 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
CARLSON WEST POVONDRA ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CARLSON WEST POVONDRA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$1.6M
Participants21
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 | CARLSON WEST POVONDRA ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 23 | 2024 | |
| 002 | CARLSON WEST POVONDRA ARCHITECTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.6M | 21 | 2024 |
Retirement plans