Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TRACY WHISNANT REAL ESTATE, INC.
EIN 47-5318278Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
1203 D NORTHGATE DRIVE - SHELBY, NC 28150704-477-7391
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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
TRACY WHISNANT REAL ESTATE, INC CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TRACY WHISNANT REAL ESTATE 401(K) PROFIT SHARING PLAN
401k
Assets$295K
Participants2
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 | TRACY WHISNANT REAL ESTATE, INC CASH BALANCE PLAN | CashBalance | $1.4M | 2 | 2024 | |
| 001 | TRACY WHISNANT REAL ESTATE 401(K) PROFIT SHARING PLAN | 401k | $295K | 2 | 2024 |
Retirement plans