Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORTH CHARTING LLC
EIN 87-2957158financial servicesLatest filing 2024
Plans
3
Retirement
3
$917K assets
Welfare
0
Participants
6
445 PARK AVE FL 9 - NEW YORK, NY 100228606203-687-8628worthcharting.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $917K assets / 6 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
WORTH CHARTING LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$576K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WORTH CHARTING LLC 401K PLAN
401k
Assets$170K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WORTH CHARTING LLC 401K PLAN
401k
Assets$170K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WORTH CHARTING LLC DEFINED BENEFIT PLAN | TraditionalDB | $576K | 2 | 2024 | |
| 001 | WORTH CHARTING LLC 401K PLAN | 401k | $170K | 2 | 2024 | |
| 003 | WORTH CHARTING LLC 401K PLAN | 401k | $170K | 2 | 2024 |
Retirement plans