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Filings through Oct 24, 2026.

Sponsor portfolio

Asset Planning Corporation

EIN 62-0941756-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
20
234 S. PETERS ROAD, SUITE 102 - KNOXVILLE, TN 37923865-690-1231
Plans on this EIN
2 filings
#001401(k)-$771K - 10 part#002Cash balance-$589K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 20 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • CASH BALANCE PLAN (#002)10
Total 20Click 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#001

APC 401(K) AND PROFIT SHARING PLAN

401(k)

Assets$771K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

APC CASH BALANCE PLAN

Cash balance

Assets$589K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001APC 401(K) AND PROFIT SHARING PLAN401(k)$771K102025
002APC CASH BALANCE PLANCash balance$589K102025
Retirement plans
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