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Sponsor portfolio

ANDERSON-PERRY & ASSOCIATES, INC.

EIN 93-0640493-civil engineering-Latest filing 2024
Plans
2
Retirement
2
$17.9M assets
Welfare
0
Participants
130
1901 N FIR STREET, P.O. BOX 1107 - LA GRANDE, OR 97850541-963-8309LinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filings
#002401k-$9.1M - 50 part#001401k-$8.8M - 80 part

Retirement portfolio analytics

2 plans aggregated / $17.9M assets / 130 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • RETIREMENT PLAN 002 (#002)51%
  • RETIREMENT PLAN 001 (#001)49%
Total $17.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT PLAN 001 (#001)80
  • RETIREMENT PLAN 002 (#002)50
Total 130Click 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#002

ANDERSON-PERRY & ASSOCIATES, INC. RETIREMENT PLAN 002

401k

Assets$9.1M
Participants50
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ANDERSON-PERRY & ASSOCIATES, INC. RETIREMENT PLAN 001

401k

Assets$8.8M
Participants80
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ANDERSON-PERRY & ASSOCIATES, INC. RETIREMENT PLAN 002401k$9.1M502024
001ANDERSON-PERRY & ASSOCIATES, INC. RETIREMENT PLAN 001401k$8.8M802024
Retirement plans
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