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Sponsor portfolio

PM ONLY, LLC

EIN 86-3340678-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$973K assets
Welfare
0
Participants
4
336 BALBOA ST - HOLLYWOOD, FL 33019646-327-4430
Plans on this EIN
2 filings
#001CashBalance-$785K - 2 part#002401k-$188K - 2 part

Retirement portfolio analytics

2 plans aggregated / $973K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • CASH BALANCE PLAN (#001)81%
  • PROFIT SHARING PLAN (#002)19%
Total $973KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PM ONLY, LLC CASH BALANCE PLAN

CashBalance

Assets$785K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PM ONLY, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$188K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PM ONLY, LLC CASH BALANCE PLANCashBalance$785K22024
002PM ONLY, LLC 401(K) PROFIT SHARING PLAN401k$188K22024
Retirement plans
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