Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.
EIN 90-0780466Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
9
989 WEST WASHINGTON STREET, SUITE 101 - MARQUETTE, MI 49855906-226-8711
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 9 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
MOMMAERTS MAHANEY FINANCIAL SERVICES 401(K) PLAN
401k
Assets$1.8M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$759K
Participants3
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 | MOMMAERTS MAHANEY FINANCIAL SERVICES 401(K) PLAN | 401k | $1.8M | 6 | 2024 | |
| 002 | MOMMAERTS MAHANEY FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN | CashBalance | $759K | 3 | 2024 |
Retirement plans