Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CUMBERLAND SECURITIES, INC.
EIN 45-3047907Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$8.5M assets
Welfare
1
Participants
16
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $8.5M assets / 11 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
CUMBERLAND SECURITIES, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CUMBERLAND SECURITIES, INC. PROFIT SHARING PLAN
401k
Assets$3.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002
CUMBERLAND SECURITIES, INC. PROFIT SHARING 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 | |
|---|---|---|---|---|---|---|
| 001 | CUMBERLAND SECURITIES, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.5M | 6 | 2024 | |
| 002 | CUMBERLAND SECURITIES, INC. PROFIT SHARING PLAN | 401k | $3.0M | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | CUMBERLAND SECURITIES, INC. PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans