Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
REFUNDS MANAGER, INC.
EIN 47-2655184information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$3.6M assets
Welfare
0
Participants
7
1962 52ND STREET - BROOKLYN, NY 11204718-252-3510refundsmanager.comLinkedIn51-200 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M 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#002
REFUNDS MANAGER, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
REFUNDS MANAGER INC 401(K) PLAN
401k
Assets$1.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | REFUNDS MANAGER, INC. DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 3 | 2025 | |
| 001 | REFUNDS MANAGER INC 401(K) PLAN | 401k | $1.4M | 4 | 2025 |
Retirement plans