Assets by plan
Share of aggregate retirement assets
Filings through .
Routt and Associates, Inc.
EIN 54-1550738ManufacturingLatest filing 2025
Plans
2
Retirement
2
$2.8M assets
Health & Benefits
0
Participants
25
16 W BURWELL ST. - SALEM, VA 24153540-389-6834
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 25 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
ROUTT AND ASSOCIATES, INC. 401(K) PLAN
401(k)
Assets$2.7M
Participants20
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
ROUTT AND ASSOCIATES INC. CASH BALANCE PLAN
Cash balance
Assets$63K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | ROUTT AND ASSOCIATES, INC. 401(K) PLAN | 401(k) | $2.7M | 20 | 2025 |
| #002 | ROUTT AND ASSOCIATES INC. CASH BALANCE PLAN | Cash balance | $63K | 5 | 2025 |
- #001 · 401(k) · 202520
- #002 · Cash balance · 20255
Retirement plans