Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONNESTEE FALLS PROPERTY OWNERS
EIN 56-0990784Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
218
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 218 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#003
CONNESTEE FALLS PROPERTY OWNERS ASSOC. 401(K) RETIREMENT PLAN
401k
Assets$3.5M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONNESTEE FALLS PROPERTY OWNERS ASSOC. 401(K) RETIREMENT PLAN
401k
Assets$3.1M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CONNESTEE FALLS PROPERTY OWNERS ASSOC. 401(K) RETIREMENT PLAN | 401k | $3.5M | 107 | 2024 | |
| 002 | CONNESTEE FALLS PROPERTY OWNERS ASSOC. 401(K) RETIREMENT PLAN | 401k | $3.1M | 111 | 2025 |
Retirement plans