Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRIVATE MONEY SOLUTIONS, INC.
EIN 87-0783271real estateLatest filing 2024
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
14
15732 MILBANK STREET - ENCINO, CA 91436818-386-8140pmshardmoney.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 14 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#002
PRIVATE MONEY SOLUTIONS, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$977K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PRIVATE MONEY SOLUTIONS, INC. PROFIT SHARING AND 401(K) PLAN
401k
Assets$226K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRIVATE MONEY SOLUTIONS, INC. CASH BALANCE PENSION PLAN | CashBalance | $977K | 7 | 2024 | |
| 001 | PRIVATE MONEY SOLUTIONS, INC. PROFIT SHARING AND 401(K) PLAN | 401k | $226K | 7 | 2024 |
Retirement plans