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Sponsor portfolio

THE PROGRAM LEADERSHIP LLC

EIN 84-2538966-Educational Services-Latest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
16
48 QUINEBAUG ROAD - NORTH GROSVENORDALE, CT 06255860-923-1061
Plans on this EIN
2 filings
#001401k-$658K - 10 part#002CashBalance-$496K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • PROFIT SHARING PLAN (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)10
  • CASH BALANCE PLAN (#002)6
Total 16Click 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

THE PROGRAM LEADERSHIP LLC 401(K) PROFIT SHARING PLAN

401k

Assets$658K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE PROGRAM LEADERSHIP LLC CASH BALANCE PLAN

CashBalance

Assets$496K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE PROGRAM LEADERSHIP LLC 401(K) PROFIT SHARING PLAN401k$658K102024
002THE PROGRAM LEADERSHIP LLC CASH BALANCE PLANCashBalance$496K62024
Retirement plans
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