Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PMXPERTS, INC.
EIN 84-5176639management consultingLatest filing 2025
Plans
3
Retirement
3
$1.9M assets
Welfare
0
Participants
19
9025 LEGENDS LAKE LN - KNOXVILLE, TN 37922865-770-0469pmxperts-inc.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $1.9M assets / 19 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
PMXPERTS, INC. RETIREMENT PLAN
CashBalance
Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PMXPERTS, INC. 401(K) PLAN
401k
Assets$694K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PMXPERTS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$119K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PMXPERTS, INC. RETIREMENT PLAN | CashBalance | $1.1M | 4 | 2025 | |
| 001 | PMXPERTS, INC. 401(K) PLAN | 401k | $694K | 9 | 2025 | |
| 002 | PMXPERTS, INC. PROFIT SHARING PLAN | ProfitSharing | $119K | 6 | 2025 |
Retirement plans