Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
THE FOURCE GROUP, LLC
EIN 81-1260350marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
18
631 N. MAIN STREET, STE. 2 - OFALLON, IL 62269618-239-0600thefourcegroup.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M 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
THE FOURCE GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE FOURCE GROUP, LLC 401(K) PLAN
401k
Assets$702K
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 | THE FOURCE GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.1M | 8 | 2024 | |
| 001 | THE FOURCE GROUP, LLC 401(K) PLAN | 401k | $702K | 10 | 2024 |
Retirement plans