Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
PRESCIENT CAPITAL MANAGEMENT, LLC
EIN 56-2619345financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
14
PO BOX 180673 - DELAFIELD, WI 53018312-622-6778pcm-funding.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 14 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
PRESCIENT CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$3.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PRESCIENT CAPITAL MANAGEMENT, LLC 401(K) PLAN
401k
Assets$804K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRESCIENT CAPITAL MANAGEMENT, LLC CASH BALANCE PENSION PLAN & TRUST | CashBalance | $3.2M | 4 | 2024 | |
| 001 | PRESCIENT CAPITAL MANAGEMENT, LLC 401(K) PLAN | 401k | $804K | 10 | 2024 |
Retirement plans