Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SETTER, INC.
EIN 85-1794789Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
9
1620 BLUE RIDGE BLVD - ROANOKE, VA 24012540-420-4212
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M 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
SETTER, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$627K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SETTER, INC. 401K PROFIT SHARING PLAN
401k
Assets$378K
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 | SETTER, INC. CASH BALANCE PENSION PLAN | CashBalance | $627K | 4 | 2024 | |
| 001 | SETTER, INC. 401K PROFIT SHARING PLAN | 401k | $378K | 5 | 2025 |
Retirement plans