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Sponsor portfolio

KATHY WAITE DESIGN

EIN 99-2696073-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$539K assets
Welfare
0
Participants
2
7210 HEADLEY STREET, SUITE 202 - ADA, MI 49301616-551-9495
Plans on this EIN
2 filings
#002CashBalance-$457K - 1 part#001401k-$82K - 1 part

Retirement portfolio analytics

2 plans aggregated / $539K assets / 2 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PLAN (#002)85%
  • WAITE DESIGN 401(K) (#001)15%
Total $539KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)1
  • WAITE DESIGN 401(K) (#001)1
Total 2Click 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

KATHY WAITE DESIGN CASH BALANCE PLAN

CashBalance

Assets$457K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KATHY WAITE DESIGN 401(K) PLAN

401k

Assets$82K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KATHY WAITE DESIGN CASH BALANCE PLANCashBalance$457K12025
001KATHY WAITE DESIGN 401(K) PLAN401k$82K12025
Retirement plans
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