Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $1.5M assets / 25 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | ADELANTE CONSULTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.5M | 21 | 2024 |
| #001 | ADELANTE CONSULTING 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $41K | 4 | 2025 |