Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolioTH
FINANCIAL MANAGEMENT NETWORK, INC.
EIN 33-0490707financial servicesLatest filing 2025
Plans
2
Retirement
2
$11.5M assets
Welfare
0
Participants
64
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.5M assets / 64 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
FINANCIAL MANAGEMENT NETWORK, INC. 401(K) SALARY REDUCTION PLAN
401k
Assets$8.6M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FMN ESOP
ESOP
Assets$2.9M
Participants31
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 | FINANCIAL MANAGEMENT NETWORK, INC. 401(K) SALARY REDUCTION PLAN | 401k | $8.6M | 33 | 2024 | |
| 002 | FMN ESOP | ESOP | $2.9M | 31 | 2025 |
Retirement plans