Assets by plan
Share of aggregate retirement assets
Filings through .
5 plans aggregated / $200.5M assets / 7,591 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
401(k)
401(k)
401(k)
5 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #006 | MY HR PROS 401(K) POOLED EMPLOYER PLAN | 401(k) | $87.5M | 2,679 | 2025 |
| #002 | 401K MADE EASY POOLED EMPLOYER PLAN | 401(k) | $63.3M | 3,200 | 2025 |
| #003 | SOLTIS EZ 401(K) POOLED EMPLOYER PLAN | 401(k) | $49.0M | 1,677 | 2025 |
| #001 | MOMENTA, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $565K | 19 | 2025 |
| #008 | ONESOURCE 401(K) PEP | 401(k) | $158K | 16 | 2025 |