Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN J. MALM & ASSOCIATES, P.C.
EIN 36-4458554legal servicesLatest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
19
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 19 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
JOHN J. MALM & ASSOCIATES, P. C. CASH BALANCE PLAN
CashBalance
Assets$2.8M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JOHN J. MALM & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$1.5M
Participants10
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 | JOHN J. MALM & ASSOCIATES, P. C. CASH BALANCE PLAN | CashBalance | $2.8M | 9 | 2024 | |
| 002 | JOHN J. MALM & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | 401k | $1.5M | 10 | 2024 |
Retirement plans