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Sponsor portfolio

AMBITIONS, LLC

EIN 82-0810777-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$974K assets
Welfare
0
Participants
100
SUITE B2 - POCATELLO, ID 83201208-297-3684
Plans on this EIN
2 filings
#002CashBalance-$500K - 41 part#001401k-$474K - 59 part

Retirement portfolio analytics

2 plans aggregated / $974K assets / 100 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • CASH BALANCE PLAN (#002)51%
  • PROFIT SHARING PLAN (#001)49%
Total $974KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)59
  • CASH BALANCE PLAN (#002)41
Total 100Click 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#002

AMBITIONS, LLC CASH BALANCE PLAN

CashBalance

Assets$500K
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AMBITIONS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$474K
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AMBITIONS, LLC CASH BALANCE PLANCashBalance$500K412024
001AMBITIONS, LLC 401(K) PROFIT SHARING PLAN401k$474K592024
Retirement plans
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