Assets by plan
Share of aggregate retirement assets
56%top
Sponsor portfolio
M3 FINANCIAL SERVICES, INC.
EIN 36-4483911Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
86
4415 HARRISON STREET, SUITE 300 - HILLSIDE, IL 60162708-632-5600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 86 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#002
M3 FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
M3 FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$1.2M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | M3 FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 34 | 2025 | |
| 001 | M3 FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $1.2M | 52 | 2024 |
Retirement plans