Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
VOELZ, REED & MOUNT, LLC
EIN 47-2613976Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$581K assets
Welfare
0
Participants
21
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $581K assets / 21 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
VOELZ, REED & MOUNT, LLC CASH BALANCE PLAN
CashBalance
Assets$398K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
VOELZ, REED & MOUNT, LLC 401K PLAN
401k
Assets$183K
Participants11
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 | VOELZ, REED & MOUNT, LLC CASH BALANCE PLAN | CashBalance | $398K | 10 | 2024 | |
| 001 | VOELZ, REED & MOUNT, LLC 401K PLAN | 401k | $183K | 11 | 2024 |
Retirement plans