Assets by plan
Share of aggregate retirement assets
72%top
Filings through .
Sponsor portfolio
Positive Outlook Holdings, LLC
EIN 38-3021307Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$968K assets
Welfare
0
Participants
6
2544 ANDROS AVENUE - MIAMI, FL 33133305-302-2583
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $968K assets / 6 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
POSITIVE OUTLOOK HOLDINGS, LLC CASH BALANCE PLAN
Cash balance
Assets$695K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POSITIVE OUTLOOK HOLDINGS, LLC 401K PLAN
401(k)
Assets$273K
Participants3
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 | POSITIVE OUTLOOK HOLDINGS, LLC CASH BALANCE PLAN | Cash balance | $695K | 3 | 2025 | |
| 002 | POSITIVE OUTLOOK HOLDINGS, LLC 401K PLAN | 401(k) | $273K | 3 | 2025 |
Retirement plans