Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
VALUE MANAGEMENT INC.
EIN 23-2639318financial servicesLatest filing 2025
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
25
2370 YORK ROAD, SUITE E2 - JAMISON, PA 18929215-343-0500valuemanagementinc.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.9M assets / 25 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
VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VALUE MANAGEMENT INC. PENSION PLAN
CashBalance
Assets$3.9M
Participants11
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 | VALUE MANAGEMENT INC. 401(K) PROFIT SHARING PLAN | 401k | $8.0M | 14 | 2025 | |
| 002 | VALUE MANAGEMENT INC. PENSION PLAN | CashBalance | $3.9M | 11 | 2025 |
Retirement plans