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Sponsor portfolio

ASSOCIATED MARKETING INC

EIN 23-2324574-marketing and advertising-Latest filing 2025
Plans
3
Retirement
3
$1.3M assets
Welfare
0
Participants
27
11500 ROOSEVELT BLVD. G1 - PHILADELPHIA, PA 19116215-677-6870associatedmarketing.netLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
3 filings
#001401k-$700K - 15 part#002CashBalance-$443K - 6 part#003ProfitSharing-$150K - 6 part

Retirement portfolio analytics

3 plans aggregated / $1.3M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN & TRUST (#001)54%
  • PLAN AND TRUST (#002)34%
  • PLAN AND TRUST (#003)12%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)15
  • PLAN AND TRUST (#002)6
  • PLAN AND TRUST (#003)6
Total 27Click 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

ASSOCIATED MARKETING INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$700K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ASSOCIATED MARKETING, INC. CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$443K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ASSOCIATED MARKETING, INC. PROFIT-SHARING PLAN AND TRUST

ProfitSharing

Assets$150K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001ASSOCIATED MARKETING INC 401(K) PROFIT SHARING PLAN & TRUST401k$700K152025
002ASSOCIATED MARKETING, INC. CASH BALANCE PENSION PLAN AND TRUSTCashBalance$443K62024
003ASSOCIATED MARKETING, INC. PROFIT-SHARING PLAN AND TRUSTProfitSharing$150K62024
Retirement plans
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