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  2. ABLES, IANNONE, MOORE & ASSOCIATES, INC.
Sponsor portfolio

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

EIN 03-0502016-financial services-Latest filing 2025
Plans
2
Retirement
2
$2.6M assets
Welfare
0
Participants
14
419 MONTGOMERY STREET - SAVANNAH, GA 31401912-272-2880aimainc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$2.2M - 7 part#002CashBalance-$407K - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.6M assets / 14 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • ASSOCIATES, INC. 401(K) (#001)84%
  • CASH BALANCE PLAN (#002)16%
Total $2.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, INC. 401(K) (#001)7
  • CASH BALANCE PLAN (#002)7
Total 14Click 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#001

ABLES, IANNONE, MOORE & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$2.2M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ABLES, IANNONE, MOORE & ASSOCIATES, INC. CASH BALANCE PLAN

CashBalance

Assets$407K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ABLES, IANNONE, MOORE & ASSOCIATES, INC. 401(K) PLAN401k$2.2M72024
002ABLES, IANNONE, MOORE & ASSOCIATES, INC. CASH BALANCE PLANCashBalance$407K72025
Retirement plans
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