Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
CB ENERGY CONSULTANTS
EIN 84-2866801Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$717K assets
Welfare
0
Participants
9
6 SHADY TREE LN - COLTS NECK, NJ 07722732-861-2543
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $717K assets / 9 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
CB ENERGY BUSINESS CONSULTING LLC CASH BALANCE PLAN
CashBalance
Assets$519K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CB ENERGY BUSINESS CONSULTING LLC 401K PLAN
401k
Assets$198K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CB ENERGY BUSINESS CONSULTING LLC CASH BALANCE PLAN | CashBalance | $519K | 4 | 2024 | |
| 001 | CB ENERGY BUSINESS CONSULTING LLC 401K PLAN | 401k | $198K | 5 | 2024 |
Retirement plans