Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
TPMB, LLC DBA TAXMAN, POLLOCK, MURRAY AND BEKKERMAN, LLC
EIN 81-3605164Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
133
225 W. WACKER DRIVE, SUITE 1650 - CHICAGO, IL 60606312-586-1700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 133 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#001
TPMB, LLC 401(K) PLAN
401k
Assets$4.3M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TPMB, LLC CASH BALANCE PLAN
CashBalance
Assets$2.7M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TPMB, LLC 401(K) PLAN | 401k | $4.3M | 71 | 2024 | |
| 002 | TPMB, LLC CASH BALANCE PLAN | CashBalance | $2.7M | 62 | 2024 |
Retirement plans