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Sponsor portfolio

MAMORU INVESTMENTS, INC.

EIN 80-0212617-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
7
4100 NEWPORT PLACE DRIVE, SUITE 530 - NEWPORT BEACH, CA 92660949-777-0311
Plans on this EIN
2 filings
#002TraditionalDB-$1.2M - 2 part#001401k-$1.2M - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 7 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • DEFINED BENEFIT PENSION (#002)50%
  • PROFIT SHARING PLAN (#001)50%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)5
  • DEFINED BENEFIT PENSION (#002)2
Total 7Click 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#002

MAMORU INVESTMENTS, INC. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MAMORU INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$1.2M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MAMORU INVESTMENTS, INC. DEFINED BENEFIT PENSION PLANTraditionalDB$1.2M22025
001MAMORU INVESTMENTS, INC. 401(K) PROFIT SHARING PLAN401k$1.2M52025
Retirement plans
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