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Sponsor portfolio

TRATTENPRICE CONSULTING, INC.

EIN 83-4507363-government relations-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
8
1029 J STREET, SUITE 150 - SACRAMENTO, CA 95814916-834-6344trattenprice.comLinkedIn1-10 employeesgovernment relations
Plans on this EIN
2 filings
#001401k-$912K - 4 part#002CashBalance-$795K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • PLAN & TRUST (#001)53%
  • PLAN & TRUST (#002)47%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)4
  • PLAN & TRUST (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TRATTENPRICE CONSULTING, INC. 401(K) PLAN & TRUST

401k

Assets$912K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

TRATTENPRICE CONSULTING, INC. CASH BALANCE PLAN & TRUST

CashBalance

Assets$795K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001TRATTENPRICE CONSULTING, INC. 401(K) PLAN & TRUST401k$912K42024
002TRATTENPRICE CONSULTING, INC. CASH BALANCE PLAN & TRUSTCashBalance$795K42024
Retirement plans
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