Assets by plan
Share of aggregate retirement assets
73%top
Sponsor portfolio
GARRETT CONSULTING, INC.
EIN 47-4503912oil & energyLatest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
9
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 9 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
GARRETT CONSULTING CASH BALANCE PLAN AND TRUST
CashBalance
Assets$1.7M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
GARRETT CONSULTING 401(K) PLAN AND TRUST
401k
Assets$634K
Participants5
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 | GARRETT CONSULTING CASH BALANCE PLAN AND TRUST | CashBalance | $1.7M | 4 | 2024 | |
| 001 | GARRETT CONSULTING 401(K) PLAN AND TRUST | 401k | $634K | 5 | 2025 |
Retirement plans