Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERVING TO MULTIPLY, INC.
EIN 83-3079566Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$996K assets
Welfare
0
Participants
7
115 ROMAINE CT. - CARY, NC 27513919-557-1539
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $996K assets / 7 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
SERVING TO MULTIPLY, INC. CASH BALANCE PLAN
CashBalance
Assets$671K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SERVING TO MULTIPLY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$325K
Participants4
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 | SERVING TO MULTIPLY, INC. CASH BALANCE PLAN | CashBalance | $671K | 3 | 2024 | |
| 002 | SERVING TO MULTIPLY, INC. 401(K) PROFIT SHARING PLAN | 401k | $325K | 4 | 2024 |
Retirement plans