Assets by plan
Share of aggregate retirement assets
54%top
Sponsor portfolio
PITTMAN WEALTH MANAGEMENT, LLC
EIN 83-3006136Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
7
108 COUNTRY CLUB HEIGHTS BOULEVARD - ENTERPRISE, AL 36330334-500-4790pittmanwm.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M 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
PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP
401k
Assets$882K
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 | PITTMAN WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $1.0M | 3 | 2025 | |
| 001 | PITTMAN WEALTH MANAGEMENT, LLC 401(K) PSP | 401k | $882K | 4 | 2025 |
Retirement plans