Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE MOM COMPLEX
EIN 46-4077088market researchLatest filing 2025
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
23
3324 W. CARY STREET, SUITE C - RICHMOND, VA 23221804-366-7277momcomplex.comLinkedIn1-10 employeesmarket research
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 23 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
THE MOM COMPLEX 401(K) PLAN
401k
Assets$1.9M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE MOM COMPLEX CASH BALANCE PLAN
CashBalance
Assets$1.1M
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 | |
|---|---|---|---|---|---|---|
| 001 | THE MOM COMPLEX 401(K) PLAN | 401k | $1.9M | 15 | 2025 | |
| 002 | THE MOM COMPLEX CASH BALANCE PLAN | CashBalance | $1.1M | 8 | 2025 |
Retirement plans