Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
IFC PERSONAL MONEY MANAGERS, INC.
EIN 14-1632526financial servicesLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
4
441 WEST END AVENUE, SUITE 1 I - NEW YORK, NY 10024212-721-8713objectiveadvice.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 4 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#001
IFC PERSONAL MONEY MANAGERS, INC. 401K PLAN
401k
Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
IFC PERSONAL MONEY MANAGERS, INC. CASH BALANCE PLAN
CashBalance
Assets$3K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | IFC PERSONAL MONEY MANAGERS, INC. 401K PLAN | 401k | $1.7M | 4 | 2024 | |
| 003 | IFC PERSONAL MONEY MANAGERS, INC. CASH BALANCE PLAN | CashBalance | $3K | 0 | 2024 |
Retirement plans