Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KRISTA J. WOLTER
EIN 83-4383921Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
10
7 SKILLMAN LANE - ST. PAUL, MN 55127612-247-5106kristawolterrealestategroup.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 10 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
KRISTA WOLTER CASH BALANCE PLAN
CashBalance
Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KRISTA WOLTER REAL ESTATE GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$416K
Participants7
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 | KRISTA WOLTER CASH BALANCE PLAN | CashBalance | $1.4M | 3 | 2024 | |
| 002 | KRISTA WOLTER REAL ESTATE GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $416K | 7 | 2024 |
Retirement plans