Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
401M, INC.
EIN 52-2055322Wholesale TradeLatest filing 2024
Plans
3
Retirement
2
$2.7M assets
Welfare
1
Participants
45
10820 JENNIFER MARIE PLACE - FAIRFAX STATION, VA 22039703-503-3346
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 30 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
401M SAFE HARBOR 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
401M CASH BALANCE PLAN
CashBalance
Assets$946K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#002
401M CASH BALANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401M SAFE HARBOR 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 15 | 2024 | |
| 002 | 401M CASH BALANCE PLAN | CashBalance | $946K | 15 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 002 | 401M CASH BALANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans