Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE MINTZ GROUP LLC
EIN 26-4826303investment managementLatest filing 2025
Plans
2
Retirement
2
$219K assets
Welfare
0
Participants
12
2515 HOLGATE ROAD - AKRON, OH 44313216-650-6563themintzgroup.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $219K assets / 12 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
THE MINTZ GROUP LLC 401K PROFIT SHARING PLAN
401k
Assets$215K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE MINTZ GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$4K
Participants4
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 | THE MINTZ GROUP LLC 401K PROFIT SHARING PLAN | 401k | $215K | 8 | 2025 | |
| 002 | THE MINTZ GROUP LLC CASH BALANCE PLAN | CashBalance | $4K | 4 | 2025 |
Retirement plans