Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KEVIN M FURLONG INVESTMENT MANAGEMENT LLC
EIN 80-0951702investment bankingLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
4
300 MONTGOMERY STREET #1104 - SAN FRANCISCO, CA 94104415-956-2741LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 4 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
KEVIN M FURLONG INVESTMENT MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KEVIN M. FURLONG INVESTMENT MANAGEMENT LLC SALARY DEFERAL PLAN
401k
Assets$706K
Participants2
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 | KEVIN M FURLONG INVESTMENT MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $1.5M | 2 | 2024 | |
| 001 | KEVIN M. FURLONG INVESTMENT MANAGEMENT LLC SALARY DEFERAL PLAN | 401k | $706K | 2 | 2024 |
Retirement plans