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Sponsor portfolio

THE BARRY L. LEONARD COMPANY DBA TRANS MACHINE TECHNOLOGIES

EIN 52-0914844-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$1.4M assets
Welfare
1
Participants
61
920 BRENNER STREET STE 400 - WINSTON SALEM, NC 27101336-778-9306
Plans on this EIN
3 filings
#002CashBalance-$1.0M - 20 part#001401k-$422K - 21 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 41 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • CASH BALANCE PLAN (#002)70%
  • PROFIT SHARING PLAN (#001)30%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)21
  • CASH BALANCE PLAN (#002)20
Total 41Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

TRANS MACHINE TECHNOLOGIES CASH BALANCE PLAN

CashBalance

Assets$1.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRANS MACHINE TECHNOLOGIES 401(K) PROFIT SHARING PLAN

401k

Assets$422K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

TRANS MACHINE TECHNOLOGIES CASH BALANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRANS MACHINE TECHNOLOGIES CASH BALANCE PLANCashBalance$1.0M202024
001TRANS MACHINE TECHNOLOGIES 401(K) PROFIT SHARING PLAN401k$422K212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002TRANS MACHINE TECHNOLOGIES CASH BALANCE PLANSelf Funded-$002024
Retirement plans
Welfare plans
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