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Sponsor portfolio

TRIDENT REALTY, LLC

EIN 84-2138346-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$566K assets
Welfare
0
Participants
4
7516 VOL WALKER DR. - AUSTIN, TX 78749915-346-7158
Plans on this EIN
2 filings
#002CashBalance-$458K - 2 part#001401k-$108K - 2 part

Retirement portfolio analytics

2 plans aggregated / $566K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PENSION (#002)81%
  • PROFIT SHARING PLAN (#001)19%
Total $566KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#002)2
  • PROFIT SHARING PLAN (#001)2
Total 4Click 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#002

TRIDENT REALTY, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$458K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TRIDENT REALTY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$108K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TRIDENT REALTY, LLC CASH BALANCE PENSION PLANCashBalance$458K22024
001TRIDENT REALTY, LLC 401(K) PROFIT SHARING PLAN401k$108K22024
Retirement plans
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