Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#005)$21.6M
Filings through .
Van Den Berg Management I, Inc.
EIN 95-3017097Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$27.4M assets
Health & Benefits
0
Participants
38
805 LAS CIMAS PARKWAY, SUITE 305 - AUSTIN, TX 78746512-329-0050
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $27.4M assets / 38 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#005
VAN DEN BERG MANAGEMENT I, INC. PROFIT SHARING PLAN AND TRUST
Profit-sharing
Assets$21.6M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST
401(k)
Assets$5.8M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | VAN DEN BERG MANAGEMENT I, INC. PROFIT SHARING PLAN AND TRUST | Profit-sharing | $21.6M | 19 | 2025 |
| #002 | VAN DEN BERG MANAGEMENT I, INC. 401(K) PLAN AND TRUST | 401(k) | $5.8M | 19 | 2025 |
- #005 · Profit-sharing · 202519
- #002 · 401(k) · 202519
Retirement plans