Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASSET MANAGEMENT GROUP, LTD.
EIN 36-3706547Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
2
2201 WAUKEGAN ROAD, SUITE 175 - BANNOCKBURN, IL 60015847-291-7909
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 2 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
ASSET MANAGEMENT GROUP CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ASSET MANAGEMENT GROUP 401(K) PLAN
401k
Assets$922K
Participants1
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 | ASSET MANAGEMENT GROUP CASH BALANCE PLAN | CashBalance | $3.5M | 1 | 2024 | |
| 002 | ASSET MANAGEMENT GROUP 401(K) PLAN | 401k | $922K | 1 | 2024 |
Retirement plans