Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PM2 STRATEGIES
EIN 46-2433008management consultingLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
16
25679 WOODPATH TRAIL - WESTLAKE, OH 44145937-305-4434pm2strategies.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M 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#003
PM2 STRATEGIES CASH BALANCE PENSION PLAN
CashBalance
Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PM2 STRATEGIES PROFIT SHARING PLAN
ProfitSharing
Assets$131K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PM2 STRATEGIES CASH BALANCE PENSION PLAN | CashBalance | $1.6M | 8 | 2025 | |
| 002 | PM2 STRATEGIES PROFIT SHARING PLAN | ProfitSharing | $131K | 8 | 2025 |
Retirement plans