Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
PENSION ADVISORY GROUP, LTD.
EIN 36-4326029industrial automationLatest filing 2025
Plans
2
Retirement
2
$9.7M assets
Welfare
0
Participants
18
175 E HAWTHORN PKWY STE 405 - VERNON HILLS, IL 600611468847-680-3867pensionadvisorygrp.comLinkedIn1-10 employeesindustrial automation
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.7M assets / 18 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#005
PENSION ADVISORY GROUP, LTD. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$7.2M
Participants12
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
PENSION ADVISORY GROUP, LTD. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$2.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | PENSION ADVISORY GROUP, LTD. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.2M | 12 | 2025 | |
| 004 | PENSION ADVISORY GROUP, LTD. CASH BALANCE PLAN AND TRUST | CashBalance | $2.5M | 6 | 2025 |
Retirement plans