Assets by plan
Share of aggregate retirement assets
74%top
Sponsor portfolio
THE TABLE GROUP, INC.
EIN 91-1859355management consultingLatest filing 2025
Plans
2
Retirement
2
$17.5M assets
Welfare
0
Participants
30
1211 NEWELL AVE SUITE 150 - WALNUT CREEK, CA 94596925-299-9700tablegroup.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $17.5M assets / 30 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
THE TABLE GROUP, INC. 401(K) PLAN
401k
Assets$13.0M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE TABLE GROUP, INC. CASH BALANCE PLAN & TRUST
CashBalance
Assets$4.5M
Participants15
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 | THE TABLE GROUP, INC. 401(K) PLAN | 401k | $13.0M | 15 | 2025 | |
| 002 | THE TABLE GROUP, INC. CASH BALANCE PLAN & TRUST | CashBalance | $4.5M | 15 | 2025 |
Retirement plans