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Sponsor portfolio

P&M VENTURES INC.

EIN 90-0497668-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$673K assets
Welfare
0
Participants
6
406 GOLF COURT - WALNUT CREEK, CA 94598925-586-3601
Plans on this EIN
2 filings
#002CashBalance-$528K - 3 part#001401k-$145K - 3 part

Retirement portfolio analytics

2 plans aggregated / $673K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • CASH BALANCE PLAN (#002)78%
  • INC. 401(K)/PROFIT SHARING (#001)22%
Total $673KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)3
  • INC. 401(K)/PROFIT SHARING (#001)3
Total 6Click 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#002

P&M VENTURES INC. CASH BALANCE PLAN

CashBalance

Assets$528K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

P&M VENTURES INC. 401(K)/PROFIT SHARING

401k

Assets$145K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002P&M VENTURES INC. CASH BALANCE PLANCashBalance$528K32024
001P&M VENTURES INC. 401(K)/PROFIT SHARING401k$145K32024
Retirement plans
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