Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASSIST, INC
EIN 87-0285967Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
20
218 E 500 S - SALT LAKE CITY, UT 841113204801-355-7085
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 20 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
ASSIST, INC. DEFINED ANNUITY PLAN
TraditionalDB
Assets$720K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ASSIST, INC. DEFINED CONTRIBUTION RETIREMENT PLAN
TraditionalDB
Assets$364K
Participants10
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 | ASSIST, INC. DEFINED ANNUITY PLAN | TraditionalDB | $720K | 10 | 2025 | |
| 001 | ASSIST, INC. DEFINED CONTRIBUTION RETIREMENT PLAN | TraditionalDB | $364K | 10 | 2025 |
Retirement plans
Welfare plans