Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ALOIA MANAGEMENT COMPANY
EIN 88-3031372Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$834K assets
Welfare
0
Participants
4
12775 ROSEWOOD DRIVE - ST. JOHN, IN 46373219-712-3146
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $834K assets / 4 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
ALOIA MANAGEMENT COMPANY CASH BALANCE PENSION PLAN
CashBalance
Assets$670K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ALOIA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN
ProfitSharing
Assets$164K
Participants2
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 | ALOIA MANAGEMENT COMPANY CASH BALANCE PENSION PLAN | CashBalance | $670K | 2 | 2024 | |
| 001 | ALOIA MANAGEMENT COMPANY 401(K) PROFIT SHARING PLAN | ProfitSharing | $164K | 2 | 2024 |
Retirement plans