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Sponsor portfolio

MMR, LLC

EIN 20-0267452-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
17
45 COURT STREET - MONTPELIER, VT 05602802-272-3151
Plans on this EIN
2 filings
#001401k-$7.3M - 11 part#002CashBalance-$601K - 6 part

Retirement portfolio analytics

2 plans aggregated / $7.9M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • MMR, LLC 401(K) (#001)92%
  • CASH BALANCE PLAN (#002)8%
Total $7.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MMR, LLC 401(K) (#001)11
  • CASH BALANCE PLAN (#002)6
Total 17Click 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

MMR, LLC 401(K) PLAN

401k

Assets$7.3M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MMR, LLC CASH BALANCE PLAN

CashBalance

Assets$601K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MMR, LLC 401(K) PLAN401k$7.3M112025
002MMR, LLC CASH BALANCE PLANCashBalance$601K62025
Retirement plans
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