Assets by plan
Share of aggregate retirement assets
Filings through .
Contoura Investments, LLC
EIN 82-0993740Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$2.6M assets
Health & Benefits
1
Participants
63
230 A1A NORTH - PONTE VEDRA BEACH, FL 32082904-686-8020
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $2.6M assets / 47 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
CONTOURA INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.7M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CONTOURA INVESTMENTS, LLC CASH BALANCE PLAN
Cash balance
Assets$851K
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
CONTOURA INVESTMENTS, LLC CASH BALANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CONTOURA INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $1.7M | 31 | 2025 |
| #002 | CONTOURA INVESTMENTS, LLC CASH BALANCE PLAN | Cash balance | $851K | 16 | 2025 |
- #003 · 401(k) · 202531
- #002 · Cash balance · 202516
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | CONTOURA INVESTMENTS, LLC CASH BALANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans