Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AMERICAN PROFESSIONAL MANAGEMENT, INC.
EIN 20-1174322insuranceLatest filing 2025
Plans
2
Retirement
2
$754K assets
Welfare
0
Participants
6
420 MADISON AVENUE, SUITE 1204 - NEW YORK, NY 10017212-213-5413apmgntinc.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $754K assets / 6 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#002
AMERICAN PROFESSIONAL MANAGEMENT, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$388K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AMERICAN PROFESSIONAL MANAGEMENT, INC. 401(K) PLAN
401k
Assets$366K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMERICAN PROFESSIONAL MANAGEMENT, INC. DEFINED BENEFIT PLAN | TraditionalDB | $388K | 5 | 2024 | |
| 001 | AMERICAN PROFESSIONAL MANAGEMENT, INC. 401(K) PLAN | 401k | $366K | 1 | 2025 |
Retirement plans