Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PSM SQUARED, INC.
EIN 54-2089378program developmentLatest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
61
2121 SOUTH 48TH STREET, SUITE 105 - TEMPE, AZ 85282602-338-9388psm-2.comLinkedIn11-50 employeesprogram development
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 61 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
PSM SQUARED, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$2.5M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PSM SQUARED, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants27
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PSM SQUARED, INC. 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 34 | 2025 | |
| 002 | PSM SQUARED, INC. CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 27 | 2024 |
Retirement plans