Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $29.2M assets / 140 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | PENTAGRAM DESIGN, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $28.0M | 140 | 2025 |
| #003 | PENTAGRAM DESIGN, INC. CASH BALANCE PLAN | Cash balance | $1.3M | 0 | 2025 |