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  2. P & M HOLDING GROUP, LLP
Sponsor portfolioTH

P & M HOLDING GROUP, LLP

EIN 38-1357951-accounting-Latest filing 2025
Plans
5
Retirement
3
$1.09B assets
Welfare
2
$2.2M premiums
Participants
10,582
3000 TOWN CENTER, SUITE 100 - SOUTHFIELD, MI 48075248-352-2500LinkedIn1001-5000 employeesaccounting
Plans on this EIN
5 filings
#003401k-$747.5M - 5,207 part#004MoneyPurchase-$250.2M - 1,503 part#006CashBalance-$91.0M - 370 part#502Mewa-$1.7M - 3,827 lives#501Mewa-$543K - 3,724 lives

Retirement portfolio analytics

3 plans aggregated / $1.09B assets / 7,080 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • ENTITIES TAX Savings (#003)69%
  • AFFILIATED ENTITIES PENSION (#004)23%
  • CASH BALANCE PLAN (#006)8%
Total $1.09BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
92%top
  • CHARLES SCHWAB & CO., INC.92%
  • (Not disclosed)8%
Total $1.09BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENTITIES TAX Savings (#003)5,207
  • AFFILIATED ENTITIES PENSION (#004)1,503
  • CASH BALANCE PLAN (#006)370
Total 7,080Click row to drill in

Benefits portfolio analytics

2 plans / $2.2M premiums / 7,551 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Life$1.7M
  • Long-term disability$1.7M
  • Health$464K
  • Dental$464K
  • Vision$464K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA76%
  • AETNA LIFE INSURANCE COMPANY21%
  • ULLIANCE, INC.4%
Total $2.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • PM GROUP BENEFIT ADVISORS II, LLC89%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
Total $156K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN

401k

Assets$747.5M
Participants5,207
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLAN

MoneyPurchase

Assets$250.2M
Participants1,503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

P&M HOLDING GROUP, LLP CASH BALANCE PLAN

CashBalance

Assets$91.0M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PLANTE & MORAN GROUP LIFE INSURANCE

Mewa - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.7M
Covered lives3,827
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PLANTE & MORAN GROUP HEALTH INSURANCE PLAN

Mewa - AETNA LIFE INSURANCE COMPANY

Premiums$543K
Covered lives3,724
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES TAX SAVINGS PLAN401k$747.5M5,2072025
004P & M HOLDING GROUP, LLP & AFFILIATED ENTITIES PENSION PLANMoneyPurchase$250.2M1,5032025
006P&M HOLDING GROUP, LLP CASH BALANCE PLANCashBalance$91.0M3702025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PLANTE & MORAN GROUP LIFE INSURANCEMewaTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$1.7M3,8272024
501PLANTE & MORAN GROUP HEALTH INSURANCE PLANMewaAETNA LIFE INSURANCE COMPANY$543K3,7242024
Retirement plans
Welfare plans
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