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Sponsor portfolio

SOUTHWEST EYE CONSULTANTS, PLLC

EIN 85-2282543-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
96
1266 ESCALANTE DRIVE, SUITE 301 - DURANGO, CO 81303970-828-2200
Plans on this EIN
2 filings
#001401k-$4.0M - 53 part#002CashBalance-$2.7M - 43 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 96 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • CONSULTANTS PLLC 401(K) (#001)60%
  • CASH BALANCE PLAN (#002)40%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONSULTANTS PLLC 401(K) (#001)53
  • CASH BALANCE PLAN (#002)43
Total 96Click 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

SOUTHWEST EYE CONSULTANTS PLLC 401(K) PLAN

401k

Assets$4.0M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SOUTHWEST EYE CONSULTANTS, PLLC CASH BALANCE PLAN

CashBalance

Assets$2.7M
Participants43
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SOUTHWEST EYE CONSULTANTS PLLC 401(K) PLAN401k$4.0M532024
002SOUTHWEST EYE CONSULTANTS, PLLC CASH BALANCE PLANCashBalance$2.7M432024
Retirement plans
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