Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PENSION RESOURCE INSTITUTE, LLC
EIN 27-4205324Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.8M assets
Welfare
0
Participants
21
C/O PERFECT BALANCE, 2470 E MAIN STREET - COLUMBUS, OH 43209913-236-9841
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.8M 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
PENSION RESOURCE INSTITUTE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$2.7M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PENSION RESOURCE INSTITUTE, LLC CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSION RESOURCE INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.7M | 12 | 2025 | |
| 002 | PENSION RESOURCE INSTITUTE, LLC CASH BALANCE PLAN | CashBalance | $2.2M | 9 | 2025 |
Retirement plans