Sponsor portfolio
THE PRIVATE INVESTMENT GROUP, INC.
EIN 31-1466134Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$746K assets
Welfare
1
Participants
7
580 LINCOLN PARK BLVD, SUITE 222 - KETTERING, OH 45429937-434-0500
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE PRIVATE INVESTMENT GROUP 401(K)/PS PLAN
401k
Assets$746K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
THE PRIVATE INVESTMENT GRP SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE PRIVATE INVESTMENT GROUP 401(K)/PS PLAN | 401k | $746K | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE PRIVATE INVESTMENT GRP SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans