Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ADVANCED ANALYSIS ASSOCIATES
EIN 76-0458733mechanical or industrial engineeringLatest filing 2024
Plans
2
Retirement
2
$177K assets
Welfare
0
Participants
18
5380 W. 34TH ST., SUITE 347 - HOUSTON, TX 77092832-771-1509LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $177K assets / 18 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
ADVANCED ANALYSIS ASSOCIATES PROFIT SHARING PLAN
ProfitSharing
Assets$114K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ADVANCED ANALYSIS ASSOCIATES DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$62K
Participants9
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 | ADVANCED ANALYSIS ASSOCIATES PROFIT SHARING PLAN | ProfitSharing | $114K | 9 | 2024 | |
| 001 | ADVANCED ANALYSIS ASSOCIATES DEFINED BENEFIT PENSION PLAN | CashBalance | $62K | 9 | 2024 |
Retirement plans