Assets by plan
Share of aggregate retirement assets
Filings through .
Bauman Financial Group, LLC
EIN 26-3864388insuranceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Health & Benefits
0
Participants
15
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 15 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BAUMAN FINANCIAL GROUP, LLC CASH BALANCE PLAN
Cash balance
Assets$1.6M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BAUMAN FINANCIAL GROUP, LLC PROFIT SHARING PLAN
Profit-sharing
Assets$296K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BAUMAN FINANCIAL GROUP, LLC CASH BALANCE PLAN | Cash balance | $1.6M | 6 | 2025 |
| #002 | BAUMAN FINANCIAL GROUP, LLC PROFIT SHARING PLAN | Profit-sharing | $296K | 9 | 2025 |
- #001 · Cash balance · 20256
- #002 · Profit-sharing · 20259
Retirement plans