Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $1.6M assets / 100 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Cash balance
Profit-sharing
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PALLETWORKS, LLC CASH BALANCE PENSION PLAN | Cash balance | $1.5M | 45 | 2025 |
| #001 | PALLETWORKS, LLC RETIREMENT PLAN | Profit-sharing | $185K | 55 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PALLETWORKS, LLC GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |