Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
PROMOVEO HEALTH LLC
EIN 47-1657763management consultingLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
222
701 PALOMAR AIRPORT ROAD-SUITE 300 - CARLSBAD, CA 92011760-683-4305promoveohealth.comLinkedIn501-1000 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 222 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
PROMOVEO HEALTH LLC 401 (K) PLAN
401k
Assets$3.5M
Participants136
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PROMOVEO HEALTH LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.2M
Participants86
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PROMOVEO HEALTH LLC 401 (K) PLAN | 401k | $3.5M | 136 | 2024 | |
| 002 | PROMOVEO HEALTH LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.2M | 86 | 2025 |
Retirement plans