Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FINANCIAL MANAGEMENT PROFESSIONA
EIN 74-2467408Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$15.8M assets
Welfare
0
Participants
43
6034 COURTYARD DR.,, SUITE 380 - AUSTIN, TX 78730512-329-5174
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.8M assets / 43 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
FINANCIAL MANAGEMENT PROFESSIONALS, INC. 401K PROFIT SHARING PLAN
401k
Assets$8.1M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT PROFESSIONA
401k
Assets$7.7M
Participants21
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 | FINANCIAL MANAGEMENT PROFESSIONALS, INC. 401K PROFIT SHARING PLAN | 401k | $8.1M | 22 | 2024 | |
| 001 | FINANCIAL MANAGEMENT FINANCIAL MANAGEMENT PROFESSIONA | 401k | $7.7M | 21 | 2025 |
Retirement plans