Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $494K assets / 9 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PRICE INVESTMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $368K | 5 | 2025 |
| #003 | PRICE INVESTMENT GROUP CASH BALANCE PLAN | Cash balance | $127K | 4 | 2025 |