Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AM-PM INVESTMENTS 2, LLC
EIN 27-0318321Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
15
14050 US HIGHWAY ONE, SUITE C - JUNO BEACH, FL 33408561-309-9536
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 15 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#002
AM-PM INVESTMENTS 2 LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
AM-PM INVESTMENTS 2 401(K) PLAN
401k
Assets$537K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AM-PM INVESTMENTS 2 LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 6 | 2024 | |
| 001 | AM-PM INVESTMENTS 2 401(K) PLAN | 401k | $537K | 9 | 2024 |
Retirement plans