Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CLAIM CONSULTANT GROUP, LLC
EIN 80-0963728insuranceLatest filing 2024
Plans
2
Retirement
2
$995K assets
Welfare
0
Participants
28
308 MEADOWLARK STREET - LAKEWAY, TX 78734404-822-8943claimconsultantgroup.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $995K assets / 28 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#001
CLAIM CONSULTANT GROUP, LLC 401(K) PLAN
401k
Assets$504K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CLAIM CONSULTANT GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$491K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLAIM CONSULTANT GROUP, LLC 401(K) PLAN | 401k | $504K | 15 | 2024 | |
| 002 | CLAIM CONSULTANT GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $491K | 13 | 2024 |
Retirement plans