Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TEAM NEW BERN, LLC
EIN 47-1168790Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
43
119 MIDDLE STREET - NEW BERN, NC 28560252-636-6595
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 43 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
TEAM NEW BERN, LLC CASH BALANCE PLAN
CashBalance
Assets$2.6M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
KW/TNB RETIREMENT PLAN
401k
Assets$845K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TEAM NEW BERN, LLC CASH BALANCE PLAN | CashBalance | $2.6M | 17 | 2024 | |
| 001 | KW/TNB RETIREMENT PLAN | 401k | $845K | 26 | 2024 |
Retirement plans