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Sponsor portfolio

PANTERA MANAGEMENT GROUP LLC

EIN 26-2589988-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
32
236 W. MAIN STREET SUITE 200 - DANVILLE, KY 40422859-583-2142
Plans on this EIN
2 filings
#001401k-$3.5M - 17 part#002CashBalance-$1.5M - 15 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#001)70%
  • CASH BALANCE PLAN (#002)30%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)17
  • CASH BALANCE PLAN (#002)15
Total 32Click 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

PANTERA MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN

401k

Assets$3.5M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

PANTERA MANAGEMENT GROUP, LLC CASH BALANCE PLAN

CashBalance

Assets$1.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PANTERA MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN401k$3.5M172024
002PANTERA MANAGEMENT GROUP, LLC CASH BALANCE PLANCashBalance$1.5M152024
Retirement plans
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