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Sponsor portfolio

PRICE INVESTMENT GROUP, INC.

EIN 26-4610156-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$425K assets
Welfare
0
Participants
10
523 N. UNIVERSITY AVENUE - LITTLE ROCK, AR 72205501-246-4702
Plans on this EIN
2 filings
#001401k-$298K - 5 part#003CashBalance-$128K - 5 part

Retirement portfolio analytics

2 plans aggregated / $425K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PLAN AND TRUST (#001)70%
  • CASH BALANCE PLAN (#003)30%
Total $425KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)5
  • CASH BALANCE PLAN (#003)5
Total 10Click 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

PRICE INVESTMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$298K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PRICE INVESTMENT GROUP CASH BALANCE PLAN

CashBalance

Assets$128K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PRICE INVESTMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST401k$298K52024
003PRICE INVESTMENT GROUP CASH BALANCE PLANCashBalance$128K52024
Retirement plans
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