Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
RETIREMENT PLAN ANALYTICS, LLC
EIN 47-3768337financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
18
10706 SIKES PLACE, SUITE 125 - CHARLOTTE, NC 28277980-233-1351plan-analytics.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M 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
RETIREMENT PLAN ANALYTICS CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants13
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 | RETIREMENT PLAN ANALYTICS CASH BALANCE PLAN | CashBalance | $2.1M | 5 | 2024 | |
| 001 | RETIREMENT PLAN ANALYTICS 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 13 | 2025 |
Retirement plans