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  2. AFMS TRANSPORTATION MANAGEMENT GROUP
Sponsor portfolio

AFMS TRANSPORTATION MANAGEMENT GROUP

EIN 93-1312480-Transportation and Warehousing-Latest filing 2025
Plans
3
Retirement
2
$8.2M assets
Welfare
1
Participants
41
10260 SW GREENBURG RD, STE 1020 - PORTLAND, OR 97223503-246-3521
Plans on this EIN
3 filings
#002TraditionalDB-$5.4M - 12 part#001401k-$2.8M - 17 part#002Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $8.2M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • PLAN AND TRUST (#002)66%
  • AFMS 401(K) Savings (#001)34%
Total $8.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AFMS 401(K) Savings (#001)17
  • PLAN AND TRUST (#002)12
Total 29Click 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

AFMS, LLC DEFINED BENEFIT PENSION PLAN AND TRUST

TraditionalDB

Assets$5.4M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

AFMS 401(K) SAVINGS PLAN

401k

Assets$2.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#002

AFMS, LLC DEFINED BENEFIT PENSION PLAN AND TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AFMS, LLC DEFINED BENEFIT PENSION PLAN AND TRUSTTraditionalDB$5.4M122024
001AFMS 401(K) SAVINGS PLAN401k$2.8M172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
002AFMS, LLC DEFINED BENEFIT PENSION PLAN AND TRUSTSelf Funded-$002024
Retirement plans
Welfare plans
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