Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EDIE WADSWORTH COACHING
EIN 88-2048221Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$499K assets
Welfare
0
Participants
5
340 LAUREL COVE - BEAN STATION, TN 37708423-312-4059
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $499K assets / 5 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
EDIE WADSWORTH COACHING CASH BALANCE PLAN
CashBalance
Assets$470K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EDIE WADSWORTH COACHING 401(K)/PROFIT SHARING
401k
Assets$29K
Participants2
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 | EDIE WADSWORTH COACHING CASH BALANCE PLAN | CashBalance | $470K | 3 | 2024 | |
| 001 | EDIE WADSWORTH COACHING 401(K)/PROFIT SHARING | 401k | $29K | 2 | 2024 |
Retirement plans