Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FERGUSON MANAGEMENT GROUP, LLC
EIN 20-2652572Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
29
3242 NE 3RD AVENUE, PMB #102 - CAMAS, WA 98607360-210-0305
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 29 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
FERGUSON MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$973K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FERGUSON MANAGEMENT GROUP, LLC 401(K) PLAN
401k
Assets$646K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FERGUSON MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN | CashBalance | $973K | 16 | 2025 | |
| 001 | FERGUSON MANAGEMENT GROUP, LLC 401(K) PLAN | 401k | $646K | 13 | 2024 |
Retirement plans