Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $3.5M assets / 49 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | M4 INVESTMENTS INC. 401(K) PLAN | 401(k) | $1.8M | 28 | 2025 |
| #002 | M 4 INVESTMENTS INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $1.6M | 21 | 2025 |