Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BRIAN E. MARCINAK DBA CORVALLIS TAVERN
EIN 81-3349422Accommodation and Food ServicesLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
20
PO BOX 861 - CORVALLIS, MT 59828406-961-3591
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 20 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
CORVALLIS TAVERN CASH BALANCE PLAN
CashBalance
Assets$719K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CORVALLIS TAVERN 401(K) & PROFIT SHARING PLAN
401k
Assets$437K
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 | CORVALLIS TAVERN CASH BALANCE PLAN | CashBalance | $719K | 10 | 2024 | |
| 001 | CORVALLIS TAVERN 401(K) & PROFIT SHARING PLAN | 401k | $437K | 10 | 2024 |
Retirement plans