Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MANNING WEALTH MANAGEMENT, INC.
EIN 27-0162244Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
33
401 B STREET, SUITE 2300 - SAN DIEGO, CA 92101619-237-9977
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 33 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
MANNING WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$3.2M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MANNING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$599K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MANNING WEALTH MANAGEMENT 401(K) PLAN | 401k | $3.2M | 18 | 2024 | |
| 002 | MANNING WEALTH MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $599K | 15 | 2024 |
Retirement plans