Assets by plan
Share of aggregate retirement assets
97%top
Sponsor portfolio
COMMUNITY MANAGEMENT, INC.
EIN 93-0608605management consultingLatest filing 2025
Plans
2
Retirement
2
$7.8M assets
Welfare
0
Participants
118
2105 SE 9TH AVENUE - PORTLAND, OR 97214503-233-0300communitymgt.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.8M assets / 118 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
COMMUNITY MANAGEMENT, INC. CLOSED 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$7.5M
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
COMMUNITY MANAGEMENT, INC. OPEN 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$273K
Participants57
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 | COMMUNITY MANAGEMENT, INC. CLOSED 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $7.5M | 61 | 2025 | |
| 003 | COMMUNITY MANAGEMENT, INC. OPEN 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $273K | 57 | 2025 |
Retirement plans