Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TPM STRATEGY INSIGHTS, LLC
EIN 80-0857044Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
18
1811 BERING DR, SUITE 420 - HOUSTON, TX 77057713-302-7814
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.4M assets / 18 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
TPM STRATEGY INSIGHTS, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
TPM STRATEGY INSIGHTS, LLC 401(K) PLAN
401k
Assets$1.1M
Participants12
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 | TPM STRATEGY INSIGHTS, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.4M | 6 | 2024 | |
| 001 | TPM STRATEGY INSIGHTS, LLC 401(K) PLAN | 401k | $1.1M | 12 | 2025 |
Retirement plans