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Sponsor portfolio

SEG GROUP, INC.

EIN 26-4199825-Management of Companies and Enterprises-Latest filing 2024
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
11
801 GRAND AVE., SUITE 3560 - DES MOINES, IA 50309515-205-7156
Plans on this EIN
2 filings
#002CashBalance-$4.9M - 4 part#001401k-$1.8M - 7 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • CASH BALANCE PENSION (#002)73%
  • GROUP, INC. 401(K) (#001)27%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#001)7
  • CASH BALANCE PENSION (#002)4
Total 11Click 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#002

SEG GROUP, INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$4.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SEG GROUP, INC. 401(K) PLAN

401k

Assets$1.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SEG GROUP, INC. CASH BALANCE PENSION PLANCashBalance$4.9M42024
001SEG GROUP, INC. 401(K) PLAN401k$1.8M72024
Retirement plans
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