Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PLAYBOOK MANAGEMENT COMPANY, LLC
EIN 46-4492468constructionLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
7
6531 CHESTNUT GROVE LN. - CHARLOTTE, NC 28210704-953-3552playbookmc.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 7 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
PLAYBOOK MANAGEMENT COMPANY, LLC 401(K) PLAN
401k
Assets$2.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PLAYBOOK MANAGEMENT COMPANY, LLC CASH BALANCE PLAN
CashBalance
Assets$76K
Participants2
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 | PLAYBOOK MANAGEMENT COMPANY, LLC 401(K) PLAN | 401k | $2.3M | 5 | 2024 | |
| 002 | PLAYBOOK MANAGEMENT COMPANY, LLC CASH BALANCE PLAN | CashBalance | $76K | 2 | 2024 |
Retirement plans