Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT
EIN 01-0377968Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$10.8M assets
Welfare
0
Participants
45
802 STILLWATER AVENUE - BANGOR, ME 04401207-947-6763
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.8M assets / 45 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#001
MEANS WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$9.7M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MEANS WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MEANS WEALTH MANAGEMENT 401(K) PLAN | 401k | $9.7M | 25 | 2025 | |
| 002 | MEANS WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.1M | 20 | 2025 |
Retirement plans