Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PERSONAL AG MANAGEMENT SERVICES, LLC
EIN 77-0545793insuranceLatest filing 2024
Plans
2
Retirement
2
$515K assets
Welfare
0
Participants
17
5100 CALIFORNIA AVE, SUITE 227 - BAKERSFIELD, CA 93309661-831-4676personalagmanagement.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $515K assets / 17 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
PERSONAL AG MANAGEMENT SERVICES, LLC 401(K) PLAN
401k
Assets$411K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$104K
Participants4
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 | PERSONAL AG MANAGEMENT SERVICES, LLC 401(K) PLAN | 401k | $411K | 13 | 2024 | |
| 003 | PERSONAL AG MANAGEMENT SERVICES, LLC CASH BALANCE PENSION PLAN | CashBalance | $104K | 4 | 2024 |
Retirement plans