Assets by plan
Share of aggregate retirement assets
Filings through .
401M, Inc.
EIN 52-2055322Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$2.0M assets
Health & Benefits
1
Participants
36
10820 JENNIFER MARIE PLACE - FAIRFAX STATION, VA 22039703-503-3346
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $2.0M assets / 24 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
401M CASH BALANCE PLAN
Cash balance
Assets$1.2M
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
401M SAFE HARBOR 401(K) PROFIT SHARING PLAN
401(k)
Assets$780K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
401M CASH BALANCE PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 401M CASH BALANCE PLAN | Cash balance | $1.2M | 12 | 2025 |
| #001 | 401M SAFE HARBOR 401(K) PROFIT SHARING PLAN | 401(k) | $780K | 12 | 2025 |
- #002 · Cash balance · 202512
- #001 · 401(k) · 202512
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | 401M CASH BALANCE PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans