Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PROPLANCO MANAGEMENT COMPANY, LLC
EIN 84-1543739Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$5.7M assets
Welfare
0
Participants
8
757 MALETA LANE, SUITE 204 - CASTLE ROCK, CO 80108720-443-6214
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.7M assets / 8 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#003
MALETA WEALTH MANAGEMENT 401(K) PLAN
401k
Assets$4.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
MALETA WEALTH MANAGEMENT DEFINED BENEFIT PLAN
TraditionalDB
Assets$988K
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 | |
|---|---|---|---|---|---|---|
| 003 | MALETA WEALTH MANAGEMENT 401(K) PLAN | 401k | $4.7M | 4 | 2025 | |
| 004 | MALETA WEALTH MANAGEMENT DEFINED BENEFIT PLAN | TraditionalDB | $988K | 4 | 2024 |
Retirement plans