Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NMS CAPITAL GROUP, LLC
EIN 27-2239203financial servicesLatest filing 2024
Plans
2
Retirement
2
$421K assets
Welfare
0
Participants
4
415 N. CAMDEN DRIVE, SUITE 108 - BEVERLY HILLS, CA 90210310-855-0020LinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $421K assets / 4 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
NMS CAPITAL GROUP, LLC CASH BALANCE PLAN
CashBalance
Assets$395K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
NMS CAPITAL GROUP, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$26K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NMS CAPITAL GROUP, LLC CASH BALANCE PLAN | CashBalance | $395K | 2 | 2024 | |
| 003 | NMS CAPITAL GROUP, LLC PROFIT SHARING PLAN | ProfitSharing | $26K | 2 | 2024 |
Retirement plans