Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
PETER MEIER INC
EIN 83-0620528wholesaleLatest filing 2024
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
29
1255 SOUTH PARK DRIVE - KERNERSVILLE, NC 27284336-413-2135petermeier.comLinkedIn11-50 employeeswholesale
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 29 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
PETER MEIER INC CASH BALANCE PLAN
CashBalance
Assets$935K
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PETER MEIER INC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$642K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PETER MEIER INC CASH BALANCE PLAN | CashBalance | $935K | 12 | 2024 | |
| 001 | PETER MEIER INC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $642K | 17 | 2024 |
Retirement plans