Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MATHEMATICS WEALTH MANAGEMENT, INC.
EIN 81-1315726Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
7
2200 PACIFIC COAST HWY., SUITE 306 - HERMOSA BEACH, CA 90254310-374-3588
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 7 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
MATHEMATICS WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$697K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MATHEMATICS WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$564K
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 | MATHEMATICS WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $697K | 3 | 2024 | |
| 001 | MATHEMATICS WEALTH MANAGEMENT 401(K) PLAN | 401k | $564K | 4 | 2024 |
Retirement plans