Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
ASSETMG LLC
EIN 46-1211839Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
16
996 ADMIRALTY PARADE - NAPLES, FL 34102239-398-4486
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.9M assets / 16 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#002
ASSETMG LLC DEFINED BENEFIT PENSION PLAN AND TRUST
TraditionalDB
Assets$6.0M
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
ASSETMG LLC 401(K) PROFIT SHARING PLAN
401k
Assets$3.9M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ASSETMG LLC DEFINED BENEFIT PENSION PLAN AND TRUST | TraditionalDB | $6.0M | 4 | 2025 | |
| 001 | ASSETMG LLC 401(K) PROFIT SHARING PLAN | 401k | $3.9M | 12 | 2025 |
Retirement plans