Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CTS FOLEY, LLC
EIN 81-1395807Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$969K assets
Welfare
0
Participants
42
15304 MCCOMB MANOR COURT - CHARLOTTE, NC 28277704-660-7670
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $969K assets / 42 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
CTS FOLEY, LLC CASH BALANCE PLAN
CashBalance
Assets$647K
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CTS FOLEY, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$322K
Participants28
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 | CTS FOLEY, LLC CASH BALANCE PLAN | CashBalance | $647K | 14 | 2024 | |
| 001 | CTS FOLEY, LLC 401(K) PROFIT SHARING PLAN | 401k | $322K | 28 | 2024 |
Retirement plans