Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PONEMON INSTITUTE, LLC
EIN 45-0486844researchLatest filing 2024
Plans
3
Retirement
2
$8.0M assets
Welfare
1
Participants
9
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.0M 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#003
PONEMON INSTITUTE, LLC RETIREMENT PLAN
TraditionalDB
Assets$6.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PONEMON INSTITUTE, LLC PROFIT SHARING PLAN
401k
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#003
PONEMON INSTITUTE, LLC RETIREMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PONEMON INSTITUTE, LLC RETIREMENT PLAN | TraditionalDB | $6.1M | 3 | 2024 | |
| 001 | PONEMON INSTITUTE, LLC PROFIT SHARING PLAN | 401k | $1.9M | 3 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 003 | PONEMON INSTITUTE, LLC RETIREMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans