Assets by plan
Share of aggregate retirement assets
82%top
Sponsor portfolio
STORYTELLING WITH DATA, LLC
EIN 82-0884684management consultingLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
15
7815 N RIVER RD. - RIVER HILLS, WI 53217650-630-9973storytellingwithdata.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 15 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
STORYTELLING WITH DATA 401(K) PLAN
401k
Assets$1.6M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
STORYTELLING WITH DATA, LLC PENSION PLAN
CashBalance
Assets$349K
Participants6
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 | STORYTELLING WITH DATA 401(K) PLAN | 401k | $1.6M | 9 | 2025 | |
| 002 | STORYTELLING WITH DATA, LLC PENSION PLAN | CashBalance | $349K | 6 | 2024 |
Retirement plans