Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONTOURA INVESTMENTS, LLC
EIN 82-0993740Health Care and Social AssistanceLatest filing 2024
Plans
3
Retirement
2
$2.2M assets
Welfare
1
Participants
49
230 A1A NORTH - PONTE VEDRA BEACH, FL 32082904-686-8020
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 34 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#003
CONTOURA INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CONTOURA INVESTMENTS, LLC CASH BALANCE PLAN
CashBalance
Assets$719K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
CONTOURA INVESTMENTS, LLC CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CONTOURA INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 19 | 2024 | |
| 002 | CONTOURA INVESTMENTS, LLC CASH BALANCE PLAN | CashBalance | $719K | 15 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | CONTOURA INVESTMENTS, LLC CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans