Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETE DURANT & ASSOCIATES, INC.
EIN 75-1472145ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
27
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 27 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#002
PETE DURANT & ASSOCIATES, INC. PROFIT SHARING PLAN
401k
Assets$1.1M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PETE DURANT & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$418K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PETE DURANT & ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $1.1M | 17 | 2024 | |
| 001 | PETE DURANT & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $418K | 10 | 2025 |
Retirement plans