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Sponsor portfolio

UDOLF PROPERTIES LLC

EIN 81-3751458-Construction-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
21
8 ELLSWORTH ROAD, SUITE 401 - WEST HARTFORD, CT 06107860-232-1729udolfproperties.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$1.3M - 11 part#002CashBalance-$463K - 10 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PLAN AND TRUST (#001)73%
  • CASH BALANCE PLAN (#002)27%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)11
  • CASH BALANCE PLAN (#002)10
Total 21Click 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

UDOLF PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UDOLF PROPERTIES LLC CASH BALANCE PLAN

CashBalance

Assets$463K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UDOLF PROPERTIES 401(K) PROFIT SHARING PLAN AND TRUST401k$1.3M112024
002UDOLF PROPERTIES LLC CASH BALANCE PLANCashBalance$463K102024
Retirement plans
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