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  2. Punch & Associates Investment Management, Inc.

Filings through Oct 24, 2026.

Punch & Associates Investment Management, Inc.

EIN 82-0566501-investment management-Latest filing 2025
Plans
1
Retirement
1
$21.1M assets
Health & Benefits
0
Participants
37
7701 FRANCE AVENUE S., SUITE 300 - EDINA, MN 55435952-224-4350punchinvest.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$21.1M - 37 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$21.1M
Participants37
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)$21.1M372025
  • PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST$21.1M
    #001 · 401(k) · 202537
Retirement plans
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