PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PRIVATE EXPORT FUNDING CORPORATION
Sponsor portfolioTH

PRIVATE EXPORT FUNDING CORPORATION

EIN 13-2655616-financial services-Latest filing 2024
Plans
2
Retirement
2
$22.8M assets
Welfare
0
Participants
44
675 THIRD AVE., SUITE 425 - NEW YORK, NY 10017212-286-0520pefco.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001TraditionalDB-$14.7M - 24 part#003401k-$8.1M - 20 part

Retirement portfolio analytics

2 plans aggregated / $22.8M assets / 44 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EXPORT FUNDING CORPORATION (#001)64%
  • FUNDING CORPORATION 401(K) (#003)36%
Total $22.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EXPORT FUNDING CORPORATION (#001)24
  • FUNDING CORPORATION 401(K) (#003)20
Total 44Click 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

RETIREMENT PLAN FOR THE EMPLOYEES OF PRIVATE EXPORT FUNDING CORPORATION

TraditionalDB

Assets$14.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PRIVATE EXPORT FUNDING CORPORATION 401(K) PLAN

401k

Assets$8.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RETIREMENT PLAN FOR THE EMPLOYEES OF PRIVATE EXPORT FUNDING CORPORATIONTraditionalDB$14.7M242024
003PRIVATE EXPORT FUNDING CORPORATION 401(K) PLAN401k$8.1M202024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica