Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
3POINT BRAND MANAGEMENT
EIN 71-1047761marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
29
12072 SW GARDEN PLACE - PORTLAND, OR 97223503-620-34103-pt.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.0M assets / 29 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
3POINT BRAND MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.8M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
3POINT BRAND MANAGEMENT 401(K) PLAN
401k
Assets$1.3M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 3POINT BRAND MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.8M | 14 | 2024 | |
| 001 | 3POINT BRAND MANAGEMENT 401(K) PLAN | 401k | $1.3M | 15 | 2024 |
Retirement plans