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P&M Management, Inc.

Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

P&M Management, Inc.

58
Form 5500 Data
OverviewPlan ComponentsInvestmentsProvidersArticles & Questions

Overview

Plan Rating

BrightScope Rating
58
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (50)
Average in Peer Group (78)
Highest in Peer Group (89)

Plan Description

P&M Management Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 58. P&M Management Retirement Plan currently has over 500 active participants and over $2.2M in plan assets.

Did you know?

For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (58) and the top rated plan (89) could equate to:
16
Additional years of work
121,000
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA). Address 16742 Orange Way
  • Location
    Fontana , CA
    • 92335
  • Industry
    Professional, Scientific, and Technical Services
  • Administrator
    Philip Weinberger
  • Net Plan Assets
    $2,170,000
  • Total Participants
    500
  • Avg Account Balance
    $5,900

Plan Components

Component Ratings

Design

Total Plan Cost:
Average Fees
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Average
Account Balance:
Poor

Design

Total Plan Cost:
Low Fees
Company Generosity:
Below Avg.

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Average
Account Balance:
Poor

Peer Group Plans

Company Rating
Patina Solutions Group 77.0
Livongo Health 74.4
Enterprise Iron Financial Industry Solutions 73.4
Fitt Scientific, LLC 72.9
Calhoun International, LLC 64.8
Mercari 62.2

Top Industry Articles

exclusives
The Retirement Crisis Is a Coverage Crisis
For those workers who are offered a retirement savings plan at work, the U.S. retirement system functions pretty well; solutions are needed, however, to extend coverage to millions more Americans.
July 25, 2019
Products
BlackRock Offers Solution That Provides Retirement Paycheck

Two insurers have joined the effort to make lifetime income available in a simplified manner.

May 27, 2020
Compliance
Retirement Plan Cyberfraud Suit Moves On With Claims Against Both Parties

A federal judge previously moved forward ERISA claims against retirement plan providers and has recently allowed for a counterclaim by the providers against the plan sponsor.

May 29, 2020
Compliance
Details of JPMorgan Chase 401(k) Self-Dealing Suit Settlement Revealed

A payment of $9 million will be made to “fully, finally and forever resolve, discharge and settle the released claims.”

May 27, 2020
Compliance
Lawsuit Calls Into Question Reasons for Fund Changes

Plan participants allege prohibited transactions between a plan sponsor and its investment manager relating to a revamp of the plan's investment lineup.

May 29, 2020

Investments

Investment Menu Stats

# of Investment Options

1

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
MassMutual Fund MISC 100%
N/A
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan
for Asset Managers

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
MassMutual
Recordkeeper
MassMutual
Recordkeeper
Digital Retirement Solutions, Inc.
Auditor
Almich & Associates

Articles and Questions

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Popular Questions

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