Assets by plan
Share of aggregate retirement assets
Filings through .
Bain Wealth Management Group, LLC
EIN 27-1540070financial servicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
BAIN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN
401(k)
Assets$2.1M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN
Cash balance
Assets$1.5M
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BAIN WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN | 401(k) | $2.1M | 12 | 2025 |
| #002 | BAIN WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PLAN | Cash balance | $1.5M | 9 | 2025 |
- #001 · 401(k) · 202512
- #002 · Cash balance · 20259
Retirement plans