Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W. HOWARD GUNN & ASSOCIATES, LLC
EIN 47-5587988legal servicesLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 12 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#001
W. HOWARD GUNN & ASSOCIATES, LLC CASH BALANCE PLAN
TraditionalDB
Assets$4.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
W. HOWARD GUNN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$532K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | W. HOWARD GUNN & ASSOCIATES, LLC CASH BALANCE PLAN | TraditionalDB | $4.9M | 4 | 2024 | |
| 002 | W. HOWARD GUNN & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | 401k | $532K | 8 | 2024 |
Retirement plans