Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PNT FINANCIAL LLC
EIN 27-3084338capital marketsLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
121
141 W. JACKSON BLVD SUITE 2270 - CHICAGO, IL 60604312-401-2354pntfin.comLinkedIn11-50 employeescapital markets
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 121 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#003
PNT FINANCIAL LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$3.5M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PNT FINANCIAL LLC 401(K) AND PROFIT SHARING PLAN
ProfitSharing
Assets$1.9M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PNT FINANCIAL LLC CASH BALANCE PENSION PLAN | CashBalance | $3.5M | 55 | 2024 | |
| 002 | PNT FINANCIAL LLC 401(K) AND PROFIT SHARING PLAN | ProfitSharing | $1.9M | 66 | 2024 |
Retirement plans