Sponsor portfolio

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

EIN 82-0566501investment managementLatest filing 2024

Plans

Retirement

$17.8M assets

Welfare

Participants

7701 FRANCE AVE S, SUITE 300 - EDINA, MN 55435952-224-4350punchinvest.comLinkedIn11-50 employeesinvestment management

Plans on this EIN

1 filing

#001401k-$17.8M - 34 part

Plan deep-dives

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Retirement#001

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

401k

Assets$17.8M

Participants34

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST	401k	$17.8M	34	2024

Retirement plans