Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PFM HEALTH SCIENCES, LP
EIN 26-2000428investment managementLatest filing 2024
Plans
2
Retirement
2
$33.3M assets
Welfare
0
Participants
71
475 SANSOME STREET, SUITE 1720 - SAN FRANCISCO, CA 94111415-281-1000pfmhealthsciences.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $33.3M assets / 71 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
PFM INCENTIVE SAVINGS TRUST
401k
Assets$29.0M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PFMHS CASH BALANCE PENSION PLAN
CashBalance
Assets$4.3M
Participants9
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 | PFM INCENTIVE SAVINGS TRUST | 401k | $29.0M | 62 | 2024 | |
| 003 | PFMHS CASH BALANCE PENSION PLAN | CashBalance | $4.3M | 9 | 2024 |
Retirement plans