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Sponsor portfolio

AMERICAN IRA, LLC

EIN 84-1658936-financial services-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
36
135 BROAD STREET - ASHEVILLE, NC 28801828-257-4949LinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$646K - 36 part#002CashBalance-$645K - 0 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 36 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • IRA, LLC 401(K) (#001)50%
  • CASH BALANCE PLAN (#002)50%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • IRA, LLC 401(K) (#001)36
Total 36Click 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

AMERICAN IRA, LLC 401(K) PLAN

401k

Assets$646K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

AMERICAN IRA, LLC CASH BALANCE PLAN

CashBalance

Assets$645K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN IRA, LLC 401(K) PLAN401k$646K362024
002AMERICAN IRA, LLC CASH BALANCE PLANCashBalance$645K02025
Retirement plans
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