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Sponsor portfolio

CARR APPRAISALS

EIN 52-1712105-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
4
29665 MEADOW GATE DR. - EASTON, MD 21601301-249-1116
Plans on this EIN
2 filings
#003CashBalance-$1.8M - 2 part#002401k-$781K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PENSION (#003)69%
  • PROFIT SHARING PLAN (#002)31%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#003)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click 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#003

CARR APPRAISALS CASH BALANCE PENSION PLAN

CashBalance

Assets$1.8M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CARR APPRAISALS 401 K PROFIT SHARING PLAN

401k

Assets$781K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CARR APPRAISALS CASH BALANCE PENSION PLANCashBalance$1.8M22024
002CARR APPRAISALS 401 K PROFIT SHARING PLAN401k$781K22024
Retirement plans
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