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Sponsor portfolio

EMH PROFESSIONAL SERVICES LLC

EIN 45-5441826-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$537K assets
Welfare
0
Participants
4
461 WILLOW RUN - PROSPER, TX 750788326214-315-1912
Plans on this EIN
2 filings
#002CashBalance-$398K - 2 part#001401k-$140K - 2 part

Retirement portfolio analytics

2 plans aggregated / $537K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PLAN (#002)74%
  • INFINITY MGT 401(K) (#001)26%
Total $537KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)2
  • INFINITY MGT 401(K) (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

INFINITY MGT CASH BALANCE PLAN

CashBalance

Assets$398K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

INFINITY MGT 401(K) PLAN

401k

Assets$140K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002INFINITY MGT CASH BALANCE PLANCashBalance$398K22024
001INFINITY MGT 401(K) PLAN401k$140K22024
Retirement plans
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