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  2. WALBORN & ASSOCIATES, INC.
Sponsor portfolio

WALBORN & ASSOCIATES, INC.

EIN 81-0559928-investment banking-Latest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
10
P.O. BOX 729 - MOUNTAIN HOME, ID 83647208-587-9757LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filings
#001401k-$3.4M - 7 part#002CashBalance-$975K - 3 part

Retirement portfolio analytics

2 plans aggregated / $4.4M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • & ASSOCIATES 401(K) (#001)78%
  • CASH BALANCE PLAN (#002)22%
Total $4.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & ASSOCIATES 401(K) (#001)7
  • CASH BALANCE PLAN (#002)3
Total 10Click 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

WALBORN & ASSOCIATES 401(K) PLAN

401k

Assets$3.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WALBORN & ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$975K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WALBORN & ASSOCIATES 401(K) PLAN401k$3.4M72025
002WALBORN & ASSOCIATES CASH BALANCE PLANCashBalance$975K32024
Retirement plans
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