Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DEMONT & ASSOCIATES, INC.
EIN 01-0482884fund-raisingLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
14
2 MONUMENT SQUARE, SUITE 700 - PORTLAND, ME 04101207-773-3030demontassociates.comLinkedIn1-10 employeesfund-raising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 14 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
DEMONT & ASSOCIATES CASH BALANCE PENSION PLAN
CashBalance
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
DEMONT & ASSOCIATES RETIREMENT SAVINGS PLAN
401k
Assets$910K
Participants9
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 | DEMONT & ASSOCIATES CASH BALANCE PENSION PLAN | CashBalance | $1.1M | 5 | 2024 | |
| 001 | DEMONT & ASSOCIATES RETIREMENT SAVINGS PLAN | 401k | $910K | 9 | 2024 |
Retirement plans