Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
COMPLETE RETAIL SERVICES, INC.
EIN 84-2597454ConstructionLatest filing 2024
Plans
3
Retirement
2
$2.3M assets
Welfare
1
Participants
12
330 FRANKLIN ROAD, SUITE 135A-114 - BRENTWOOD, TN 37027678-300-0295
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 8 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#002
COMPLETE RETAIL SERVICES DEFINED BENEFIT PLAN AND TRUST
CashBalance
Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
COMPLETE RETAIL SERVICES PROFIT SHARING PLAN AND TRUST
ProfitSharing
Assets$90
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
COMPLETE RETAIL SERVICES DEFINED BENEFIT PLAN AND TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMPLETE RETAIL SERVICES DEFINED BENEFIT PLAN AND TRUST | CashBalance | $2.3M | 4 | 2024 | |
| 001 | COMPLETE RETAIL SERVICES PROFIT SHARING PLAN AND TRUST | ProfitSharing | $90 | 4 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | COMPLETE RETAIL SERVICES DEFINED BENEFIT PLAN AND TRUST | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans