Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
POLOMSKY CAPITAL MANAGEMENT GROUP
EIN 86-1587494Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
2
7501 E. PARAGON RD SUITE 204 - DAYTON, OH 45459937-291-3685
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 2 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#001
POLOMSKY CAPITAL MANAGEMENT GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$974K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
POLOMSKY CAPITAL MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$205K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POLOMSKY CAPITAL MANAGEMENT GROUP CASH BALANCE PENSION PLAN | CashBalance | $974K | 1 | 2024 | |
| 002 | POLOMSKY CAPITAL MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | 401k | $205K | 1 | 2024 |
Retirement plans