Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BAUMAN FINANCIAL GROUP, LLC
EIN 26-3864388insuranceLatest filing 2024
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
14
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 14 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
BAUMAN FINANCIAL GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BAUMAN FINANCIAL GROUP, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$209K
Participants7
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 | BAUMAN FINANCIAL GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 7 | 2024 | |
| 002 | BAUMAN FINANCIAL GROUP, LLC PROFIT SHARING PLAN | ProfitSharing | $209K | 7 | 2024 |
Retirement plans