Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AFFLUERE INVESTMENTS, INC.
EIN 81-2470248Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 19 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
AFFLUERE INVESTMENTS, INC. RETIREMENT PLAN
ProfitSharing
Assets$1.4M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KIMBROUGH TOWERS WINE & SPIRITS, 401(K) PLAN
401k
Assets$162K
Participants14
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 | AFFLUERE INVESTMENTS, INC. RETIREMENT PLAN | ProfitSharing | $1.4M | 5 | 2025 | |
| 002 | KIMBROUGH TOWERS WINE & SPIRITS, 401(K) PLAN | 401k | $162K | 14 | 2025 |
Retirement plans