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Sponsor portfolio

THE MONEY HOUSE, INC.

EIN 66-0545351-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
86
PO BOX 363573 - SAN JUAN, PR 009363573787-903-0322
Plans on this EIN
2 filings
#001401k-$2.1M - 66 part#002401k-$357K - 20 part

Retirement portfolio analytics

2 plans aggregated / $2.5M assets / 86 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • HOUSE RETIREMENT PLAN (#001)86%
  • MH US 401(K) (#002)14%
Total $2.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOUSE RETIREMENT PLAN (#001)66
  • MH US 401(K) (#002)20
Total 86Click 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

THE MONEY HOUSE RETIREMENT PLAN

401k

Assets$2.1M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MH US 401(K) PLAN

401k

Assets$357K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE MONEY HOUSE RETIREMENT PLAN401k$2.1M662025
002MH US 401(K) PLAN401k$357K202024
Retirement plans
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