Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EXPERT MANAGEMENT GROUP INC
EIN 47-2602257Real Estate and Rental and LeasingLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
8
9301 W CALUSA CLUB DRIVE - MIAMI, FL 33186305-298-7036
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 8 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
EXPERT MANAGEMENT GROUP INC CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EXPERT MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN
401k
Assets$664K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EXPERT MANAGEMENT GROUP INC CASH BALANCE PLAN | CashBalance | $2.0M | 4 | 2024 | |
| 001 | EXPERT MANAGEMENT GROUP INC 401(K) PROFIT SHARING PLAN | 401k | $664K | 4 | 2024 |
Retirement plans