Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PMZ PENSION CORPORATION
EIN 95-3661896financial servicesLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
10
12 JOURNEY, SUITE 201 - ALISO VIEJO, CA 92656949-360-8080pmzpension.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 10 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
PMZ PENSION CORPORATION PROFIT SHARING PLAN
401k
Assets$5.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PMZ PENSION CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants4
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 | PMZ PENSION CORPORATION PROFIT SHARING PLAN | 401k | $5.2M | 6 | 2025 | |
| 001 | PMZ PENSION CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 4 | 2025 |
Retirement plans