P & M Holding Group, LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: P & M Holding Group, LLP
  • Sponsor EIN: 381357951
  • Sponsor Address: 3000 TOWN CENTER, SUITE 100, SOUTHFIELD, MI, 48075
  • Plan Type: DC
  • Plan Number: 004
  • Total Participants: 1,046
  • Total Assets: $226.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231,046$226.5M$20.3M$0
2022956$210.1M$18.3M$0

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