Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NOLTE AND ASSOCIATES PC
EIN 81-3941128Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
42
30798 KINGSLAND BLVD, SUITE 200B - BROOKSHIRE, TX 77423281-383-9299
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M 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
NOLTE AND ASSOCIATES PC 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
NOLTE & ASSOCIATES, PC DEFINED BENEFIT PLAN
TraditionalDB
Assets$820K
Participants16
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 | NOLTE AND ASSOCIATES PC 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 26 | 2024 | |
| 003 | NOLTE & ASSOCIATES, PC DEFINED BENEFIT PLAN | TraditionalDB | $820K | 16 | 2024 |
Retirement plans