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Sponsor portfolio

BATTEN & COMPANY

EIN 56-1979387-facilities services-Latest filing 2025
Plans
2
Retirement
2
$5.3M assets
Welfare
0
Participants
29
410 BROOKSTOWN AVE - WINSTON-SALEM, NC 27104336-774-1830battenandcompany.comLinkedIn1-10 employeesfacilities services
Plans on this EIN
2 filings
#002CashBalance-$3.3M - 11 part#001401k-$2.0M - 18 part

Retirement portfolio analytics

2 plans aggregated / $5.3M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#002)61%
  • & COMPANY 401(K) (#001)39%
Total $5.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & COMPANY 401(K) (#001)18
  • CASH BALANCE PLAN (#002)11
Total 29Click 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

BATTEN & COMPANY CASH BALANCE PLAN

CashBalance

Assets$3.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BATTEN & COMPANY 401(K) PLAN

401k

Assets$2.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BATTEN & COMPANY CASH BALANCE PLANCashBalance$3.3M112025
001BATTEN & COMPANY 401(K) PLAN401k$2.0M182025
Retirement plans
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