Assets by plan
Share of aggregate retirement assets
58%top
Sponsor portfolio
BAIN WEALTH MANAGEMENT GROUP, LLC
EIN 27-1540070financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
21
4085 HAGER ST. SE STE 100 - SALEM, OR 97317503-370-9003bainwealthmanagement.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 21 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
BAIN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN
401k
Assets$2.1M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
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 | |
|---|---|---|---|---|---|---|
| 001 | BAIN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN | 401k | $2.1M | 12 | 2025 | |
| 002 | BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | CashBalance | $1.5M | 9 | 2025 |
Retirement plans