Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROMOTION OPTIMIZATION INSTITUTE, LLC
EIN 27-3740746Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
8
110 NORMAN DRIVE - RAMSEY, NJ 07446914-319-7309
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 8 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
PROMOTION OPTIMIZATION INSTITUTE, LLC CASH BALANCE PLAN
CashBalance
Assets$3.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PROMOTION OPTIMIZATION INSTITUTE, LLC PROFIT SHARING PLAN
401k
Assets$1.8M
Participants4
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 | PROMOTION OPTIMIZATION INSTITUTE, LLC CASH BALANCE PLAN | CashBalance | $3.6M | 4 | 2025 | |
| 001 | PROMOTION OPTIMIZATION INSTITUTE, LLC PROFIT SHARING PLAN | 401k | $1.8M | 4 | 2025 |
Retirement plans