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  2. ORGANIZATION MANAGEMENT GROUP, INC.
Sponsor portfolio

ORGANIZATION MANAGEMENT GROUP, INC.

EIN 54-1930032-non-profit organization management-Latest filing 2025
Plans
2
Retirement
2
$5.2M assets
Welfare
0
Participants
70
1403 GREENBRIER PARKWAY, SUITE 150 - CHESAPEAKE, VA 23320757-473-8701managegroup.comLinkedIn11-50 employeesnon-profit organization management
Plans on this EIN
2 filings
#001MoneyPurchase-$2.8M - 39 part#002401k-$2.4M - 31 part

Retirement portfolio analytics

2 plans aggregated / $5.2M assets / 70 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • MONEY PURCHASE PENSION (#001)54%
  • GROUP, INC. 401(K) (#002)46%
Total $5.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MONEY PURCHASE PENSION (#001)39
  • GROUP, INC. 401(K) (#002)31
Total 70Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ORGANIZATION MANAGEMENT GROUP, INC. MONEY PURCHASE PENSION

MoneyPurchase

Assets$2.8M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ORGANIZATION MANAGEMENT GROUP, INC. 401(K) PLAN

401k

Assets$2.4M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ORGANIZATION MANAGEMENT GROUP, INC. MONEY PURCHASE PENSIONMoneyPurchase$2.8M392025
002ORGANIZATION MANAGEMENT GROUP, INC. 401(K) PLAN401k$2.4M312025
Retirement plans
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