Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.
EIN 66-0493272Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
33
145 ASPINALL AVE., STE. 101 - HAGATNA, GU 969105138671-472-6400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 33 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
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP 401K PROFIT SHARING PLAN
401k
Assets$1.3M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP CASH BALANCE PLAN
CashBalance
Assets$630K
Participants13
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 | ASIA PACIFIC FINANCIAL MANAGEMENT GROUP 401K PROFIT SHARING PLAN | 401k | $1.3M | 20 | 2024 | |
| 002 | ASIA PACIFIC FINANCIAL MANAGEMENT GROUP CASH BALANCE PLAN | CashBalance | $630K | 13 | 2024 |
Retirement plans