Sponsor portfolio

PENSION PROFESSIONALS

EIN 01-0497791financial servicesLatest filing 2025

Plans

Retirement

$2.3M assets

Welfare

Participants

180 POOL STREET, P.O. BOX 1956 - BIDDEFORD, ME 04005207-282-1122valueofadvice.comLinkedIn1-10 employeesfinancial services

Plans on this EIN

1 filing

#002401k-$2.3M - 11 part

Plan deep-dives

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Retirement#002

PENSION PROFESSIONALS 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.3M

Participants11

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
002	PENSION PROFESSIONALS 401(K) PROFIT SHARING PLAN AND TRUST	401k	$2.3M	11	2025

Retirement plans